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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 | $23,073 | $71,215-67.6% | $93,696-75.4% | $80,935-71.5% |
| Participation rate | 23.1% | 60.4%-37.3pp | 68.7%-45.6pp | 67.7%-44.6pp |
| Annual return | 12.89% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,641 | $4,037-59.3% | $4,417-62.8% | $4,299-61.8% |
| Admin fee / account holder | $2,629 | $6,958-62.2% | $8,287-68.3% | $6,924-62.0% |