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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 | $11,425 | $81,276-85.9% | $155,574-92.7% | $80,925-85.9% |
| Participation rate | 21.1% | 66.2%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 26.00% | 33.36%-7.4pp | 64.87%-38.9pp | 35.65%-9.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,641 | $3,453-52.5% | $5,629-70.9% | $4,299-61.8% |
| Admin fee / account holder | $1,786 | $7,993-77.7% | $15,914-88.8% | $6,940-74.3% |