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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 | $21,298 | $53,018-59.8% | $70,014-69.6% | $62,891-66.1% |
| Participation rate | 47.6% | 67.2%-19.6pp | 71.8%-24.2pp | 69.3%-21.7pp |
| Annual return | 5.41% | 13.35%-7.9pp | 12.99%-7.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,054 | $2,395-56.0% | $2,931-64.0% | $3,203-67.1% |
| Admin fee / account holder | $598 | $3,690-83.8% | $4,380-86.3% | $4,296-86.1% |