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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 | $18,015 | $81,358-77.9% | $155,556-88.4% | $80,959-77.7% |
| Participation rate | 48.7% | 66.3%-17.5pp | 78.2%-29.5pp | 67.7%-18.9pp |
| Annual return | 16.71% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $287 | $3,106-90.8% | $4,675-93.9% | $2,757-89.6% |
| Participant deferral / active EE | $1,421 | $3,455-58.9% | $5,631-74.8% | $4,300-67.0% |
| Admin fee / account holder | $6,260 | $7,994-21.7% | $15,885-60.6% | $6,925-9.6% |