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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 | $19,726 | $54,763-64.0% | $90,324-78.2% | $72,976-73.0% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.3%-14.0pp | 69.5%-10.2pp |
| Annual return | 17.19% | 30.63%-13.4pp | 78.15%-61.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $821 | $2,887-71.6% | $3,885-78.9% | $3,608-77.2% |
| Admin fee / account holder | $505 | $3,973-87.3% | $5,356-90.6% | $5,124-90.2% |