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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 | $81,233-77.3% | $155,567-88.2% | $80,874-77.2% |
| Participation rate | 63.5% | 66.2%-2.7pp | 78.2%-14.7pp | 67.6%-4.1pp |
| Annual return | 15.93% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,830 | $3,452-18.0% | $5,628-49.7% | $4,297-34.1% |
| Admin fee / account holder | $1,980 | $7,998-75.2% | $15,916-87.6% | $6,935-71.4% |