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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 | $23,577 | $64,359-63.4% | $90,161-73.8% | $70,126-66.4% |
| Participation rate | 46.4% | 70.4%-24.0pp | 76.9%-30.4pp | 69.5%-23.1pp |
| Annual return | 15.51% | 28.13%-12.6pp | 34.89%-19.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,492 | $4,389-43.2% | $5,287-52.9% | $3,332-25.2% |
| Admin fee / account holder | $11,123 | $3,945+182.0% | $5,943+87.2% | $4,645+139.4% |