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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 | $16,943 | $64,920-73.9% | $103,693-83.7% | $86,983-80.5% |
| Participation rate | 34.5% | 63.6%-29.1pp | 72.6%-38.2pp | 69.5%-35.1pp |
| Annual return | 14.77% | 30.29%-15.5pp | 47.61%-32.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,980 | $3,241-38.9% | $4,579-56.8% | $4,194-52.8% |
| Admin fee / account holder | $1,706 | $6,191-72.4% | $7,858-78.3% | $7,856-78.3% |