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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,855 | $54,757-67.4% | $90,304-80.2% | $72,975-75.5% |
| Participation rate | 58.9% | 65.2%-6.2pp | 73.3%-14.3pp | 69.5%-10.6pp |
| Annual return | 31.48% | 30.63%+0.8pp | 78.13%-46.7pp | 81.01%-49.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,835 | $2,887-36.5% | $3,885-52.8% | $3,608-49.1% |
| Admin fee / account holder | $1,270 | $3,973-68.0% | $5,354-76.3% | $5,124-75.2% |