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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 | $19,959 | $50,554-60.5% | $67,681-70.5% | $87,485-77.2% |
| Participation rate | 17.9% | 67.7%-49.9pp | 73.7%-55.9pp | 68.9%-51.1pp |
| Annual return | 22.70% | 17.81%+4.9pp | 590.58%-567.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,252 | $2,961-57.7% | $3,976-68.5% | $4,274-70.7% |
| Admin fee / account holder | $1,858 | $4,132-55.1% | $6,100-69.5% | $7,775-76.1% |