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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 | $26,123 | $87,546-70.2% | $75,784-65.5% | $125,389-79.2% |
| Participation rate | 13.6% | 80.2%-66.5pp | 75.8%-62.2pp | 83.2%-69.6pp |
| Annual return | 1.79% | 13.49%-11.7pp | 9.68%-7.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,707 | $4,230-59.6% | $3,652-53.3% | $5,352-68.1% |
| Admin fee / account holder | $2,469 | $6,503-62.0% | $5,300-53.4% | $9,541-74.1% |