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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 | $19,659 | $91,167-78.4% | $178,498-89.0% | $79,858-75.4% |
| Participation rate | 38.8% | 69.2%-30.4pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 23.72% | 24.19%-0.5pp | 151.09%-127.4pp | 31.72%-8.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,807 | $3,236-44.2% | $5,202-65.3% | $3,740-51.7% |
| Admin fee / account holder | $609 | $6,747-91.0% | $13,985-95.6% | $5,306-88.5% |