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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 | $18,334 | $39,132-53.1% | $57,196-67.9% | $62,881-70.8% |
| Participation rate | 36.1% | 70.5%-34.4pp | 75.3%-39.2pp | 69.3%-33.2pp |
| Annual return | 16.30% | 9.24%+7.1pp | 14.59%+1.7pp | 20.14%-3.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,593 | $2,374-32.9% | $3,096-48.6% | $3,203-50.3% |
| Admin fee / account holder | $984 | $2,594-62.1% | $3,141-68.7% | $4,296-77.1% |