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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 | $22,829 | $77,962-70.7% | $178,540-87.2% | $80,935-71.8% |
| Participation rate | 69.0% | 65.7%+3.4pp | 77.1%-8.1pp | 67.7%+1.4pp |
| Annual return | 14.39% | 18.10%-3.7pp | 27.15%-12.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,176 | $4,404-27.9% | $6,281-49.4% | $4,299-26.1% |
| Admin fee / account holder | $2,645 | $7,156-63.0% | $10,424-74.6% | $6,924-61.8% |