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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 | $24,376 | $77,817-68.7% | $123,553-80.3% | $64,173-62.0% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.3%-43.8pp | 69.6%-31.1pp |
| Annual return | 5.38% | 12.49%-7.1pp | 119.21%-113.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,778 | $5,240-47.0% | $6,426-56.8% | $3,470-19.9% |
| Admin fee / account holder | $1,104 | $5,519-80.0% | $9,284-88.1% | $4,887-77.4% |