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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 | $19,832 | $72,471-72.6% | $94,215-79.0% | $86,983-77.2% |
| Participation rate | 23.7% | 63.9%-40.2pp | 70.0%-46.3pp | 69.5%-45.9pp |
| Annual return | 23.63% | 26.44%-2.8pp | 28.22%-4.6pp | 25.83%-2.2pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,877 | $3,397-44.7% | $4,276-56.1% | $4,194-55.2% |
| Admin fee / account holder | $984 | $6,468-84.8% | $10,216-90.4% | $7,856-87.5% |