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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 | $31,017 | $76,834-59.6% | $108,359-71.4% | $87,485-64.5% |
| Participation rate | 19.2% | 61.7%-42.6pp | 70.1%-50.9pp | 68.9%-49.8pp |
| Annual return | 17.44% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,342 | $3,100-56.7% | $4,137-67.6% | $4,274-68.6% |
| Admin fee / account holder | $3,369 | $6,537-48.5% | $9,741-65.4% | $7,775-56.7% |