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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 | $26,783 | $65,027-58.8% | $90,970-70.6% | $79,852-66.5% |
| Participation rate | 36.7% | 61.6%-24.9pp | 69.0%-32.3pp | 69.6%-33.0pp |
| Annual return | 16.66% | 30.45%-13.8pp | 134.58%-117.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,956 | $2,512+17.7% | $3,373-12.4% | $3,740-21.0% |
| Admin fee / account holder | $8,872 | $4,535+95.6% | $5,960+48.9% | $5,306+67.2% |