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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 | $14,322 | $77,638-81.6% | $156,551-90.9% | $62,881-77.2% |
| Participation rate | 28.6% | 71.2%-42.6pp | 84.0%-55.4pp | 69.3%-40.7pp |
| Annual return | 6.73% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,277 | $3,046-58.1% | $4,871-73.8% | $3,203-60.1% |
| Admin fee / account holder | $1,904 | $5,561-65.8% | $13,028-85.4% | $4,296-55.7% |