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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 | $21,806 | $81,331-73.2% | $155,534-86.0% | $80,935-73.1% |
| Participation rate | 56.4% | 66.3%-9.8pp | 78.2%-21.8pp | 67.7%-11.3pp |
| Annual return | 11.67% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,627 | $3,454-52.9% | $5,630-71.1% | $4,299-62.2% |
| Admin fee / account holder | $5,906 | $7,999-26.2% | $15,900-62.9% | $6,924-14.7% |