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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 | $26,297 | $73,988-64.5% | $96,538-72.8% | $75,177-65.0% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 13.56% | 26.73%-13.2pp | 35.74%-22.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,002 | $3,660-45.3% | $4,880-59.0% | $4,126-51.5% |
| Admin fee / account holder | $10,315 | $5,220+97.6% | $6,737+53.1% | $5,651+82.5% |