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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 | $24,659 | $76,551-67.8% | $123,894-80.1% | $62,881-60.8% |
| Participation rate | 69.8% | 73.0%-3.1pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 10.25% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,853 | $4,840-20.4% | $5,984-35.6% | $3,203+20.3% |
| Admin fee / account holder | $1,790 | $4,826-62.9% | $8,357-78.6% | $4,296-58.3% |