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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 | $20,826 | $91,179-77.2% | $178,499-88.3% | $79,852-73.9% |
| Participation rate | 31.6% | 69.2%-37.6pp | 81.9%-50.3pp | 69.6%-38.1pp |
| Annual return | 16.76% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,046 | $3,236-67.7% | $5,202-79.9% | $3,740-72.0% |
| Admin fee / account holder | $627 | $6,749-90.7% | $13,986-95.5% | $5,306-88.2% |