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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 | $28,849 | $77,814-62.9% | $158,223-81.8% | $86,983-66.8% |
| Participation rate | 60.7% | 68.4%-7.7pp | 79.2%-18.5pp | 69.5%-8.8pp |
| Annual return | 14.86% | 30.54%-15.7pp | 52.09%-37.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,431 | $3,270-56.2% | $5,467-73.8% | $4,194-65.9% |
| Admin fee / account holder | $2,670 | $5,879-54.6% | $16,047-83.4% | $7,856-66.0% |