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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 | $27,402 | $61,356-55.3% | $149,696-81.7% | $71,511-61.7% |
| Participation rate | 44.6% | 62.5%-17.9pp | 78.8%-34.2pp | 67.9%-23.3pp |
| Annual return | 13.84% | 35.86%-22.0pp | 134.46%-120.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,092 | $2,920-62.6% | $5,682-80.8% | $4,291-74.6% |
| Admin fee / account holder | $747 | $1,263-40.9% | $13,212-94.3% | $1,588-53.0% |