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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 | $69,444-71.4% | $92,985-78.7% | $87,485-77.3% |
| Participation rate | 23.7% | 63.3%-39.6pp | 69.5%-45.8pp | 68.9%-45.2pp |
| Annual return | 23.63% | 23.85%-0.2pp | 27.99%-4.4pp | 26.06%-2.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,877 | $3,364-44.2% | $4,377-57.1% | $4,274-56.1% |
| Admin fee / account holder | $984 | $6,137-84.0% | $9,463-89.6% | $7,775-87.3% |