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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 | $22,380 | $56,287-60.2% | $80,977-72.4% | $62,881-64.4% |
| Participation rate | 43.6% | 68.9%-25.4pp | 75.8%-32.2pp | 69.3%-25.7pp |
| Annual return | 9.37% | 22.13%-12.8pp | 17.11%-7.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,358 | $4,196-43.8% | $5,696-58.6% | $3,203-26.4% |
| Admin fee / account holder | $1,689 | $3,742-54.9% | $5,517-69.4% | $4,296-60.7% |