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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 | $26,911 | $72,486-62.9% | $87,103-69.1% | $72,976-63.1% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.1pp | 69.5%-13.8pp |
| Annual return | 19.66% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,748 | $3,270-46.6% | $4,049-56.8% | $3,608-51.6% |
| Admin fee / account holder | $794 | $5,055-84.3% | $7,491-89.4% | $5,124-84.5% |