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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 | $22,023 | $103,164-78.7% | $90,259-75.6% | $154,746-85.8% |
| Participation rate | 55.6% | 76.1%-20.5pp | 70.7%-15.2pp | 80.7%-25.1pp |
| Annual return | 16.57% | 19.25%-2.7pp | 18.88%-2.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,076 | $4,422-53.1% | $3,827-45.8% | $6,730-69.2% |
| Admin fee / account holder | $390 | $8,593-95.5% | $7,267-94.6% | $14,365-97.3% |