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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 | $24,956 | $76,551-67.4% | $123,894-79.9% | $62,881-60.3% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 13.23% | 18.68%-5.4pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,536 | $4,840+35.1% | $5,984+9.2% | $3,203+104.1% |
| Admin fee / account holder | $3,134 | $4,826-35.1% | $8,357-62.5% | $4,296-27.0% |