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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 | $26,977 | $81,276-66.8% | $155,574-82.7% | $80,925-66.7% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 12.26% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,323 | $3,453-61.7% | $5,629-76.5% | $4,299-69.2% |
| Admin fee / account holder | $13,366 | $7,993+67.2% | $15,914-16.0% | $6,940+92.6% |