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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 | $17,431 | $54,763-68.2% | $90,324-80.7% | $72,976-76.1% |
| Participation rate | 47.1% | 65.2%-18.1pp | 73.3%-26.2pp | 69.5%-22.4pp |
| Annual return | 20.89% | 30.63%-9.7pp | 78.15%-57.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,734 | $2,887-5.3% | $3,885-29.6% | $3,608-24.2% |
| Admin fee / account holder | $7,520 | $3,973+89.3% | $5,356+40.4% | $5,124+46.8% |