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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 | $17,480 | $52,279-66.6% | $89,414-80.5% | $79,852-78.1% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 16.02% | 22.16%-6.1pp | 245.50%-229.5pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,419 | $2,740-48.2% | $3,890-63.5% | $3,740-62.1% |
| Admin fee / account holder | $305 | $3,356-90.9% | $4,883-93.8% | $5,306-94.3% |