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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 | $16,976 | $81,331-79.1% | $155,534-89.1% | $80,935-79.0% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 11.72% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,871 | $3,454-45.8% | $5,630-66.8% | $4,299-56.5% |
| Admin fee / account holder | $831 | $7,999-89.6% | $15,900-94.8% | $6,924-88.0% |