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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 | $28,023 | $64,920-56.8% | $103,693-73.0% | $86,983-67.8% |
| Participation rate | 10.2% | 63.6%-53.4pp | 72.6%-62.4pp | 69.5%-59.3pp |
| Annual return | 18.71% | 30.29%-11.6pp | 47.61%-28.9pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,149 | $3,241-64.6% | $4,579-74.9% | $4,194-72.6% |
| Admin fee / account holder | $665 | $6,191-89.3% | $7,858-91.5% | $7,856-91.5% |