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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 | $22,666 | $76,551-70.4% | $123,894-81.7% | $62,881-64.0% |
| Participation rate | 35.9% | 73.0%-37.1pp | 81.4%-45.5pp | 69.3%-33.4pp |
| Annual return | 27.96% | 18.68%+9.3pp | 47.52%-19.6pp | 20.14%+7.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,217 | $4,840-54.2% | $5,984-62.9% | $3,203-30.8% |
| Admin fee / account holder | $798 | $4,826-83.5% | $8,357-90.5% | $4,296-81.4% |