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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 | $19,956 | $52,279-61.8% | $89,414-77.7% | $79,852-75.0% |
| Participation rate | 28.9% | 57.5%-28.6pp | 68.0%-39.0pp | 69.6%-40.7pp |
| Annual return | 19.20% | 22.16%-3.0pp | 245.50%-226.3pp | 31.72%-12.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,412 | $2,740-48.5% | $3,890-63.7% | $3,740-62.3% |
| Admin fee / account holder | $3,444 | $3,356+2.6% | $4,883-29.5% | $5,306-35.1% |