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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 | $18,402 | $81,358-77.4% | $155,556-88.2% | $80,959-77.3% |
| Participation rate | 63.5% | 66.3%-2.7pp | 78.2%-14.7pp | 67.7%-4.1pp |
| Annual return | 15.93% | 33.39%-17.5pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,830 | $3,455-18.1% | $5,631-49.7% | $4,300-34.2% |
| Admin fee / account holder | $1,980 | $7,994-75.2% | $15,885-87.5% | $6,925-71.4% |