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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 | $24,712 | $62,672-60.6% | $185,117-86.7% | $70,131-64.8% |
| Participation rate | 42.1% | 63.8%-21.7pp | 77.3%-35.2pp | 69.5%-27.4pp |
| Annual return | 15.82% | 40.79%-25.0pp | 40.50%-24.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,463 | $3,272-24.7% | $5,045-51.2% | $3,332-26.1% |
| Admin fee / account holder | $908 | $3,932-76.9% | $8,159-88.9% | $4,645-80.5% |