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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 | $19,874 | $59,804-66.8% | $81,982-75.8% | $79,856-75.1% |
| Participation rate | 42.4% | 61.6%-19.2pp | 69.3%-26.8pp | 69.6%-27.2pp |
| Annual return | 15.40% | 17.56%-2.2pp | 41.31%-25.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,401 | $2,695-48.0% | $3,722-62.4% | $3,741-62.5% |
| Admin fee / account holder | $824 | $4,288-80.8% | $5,665-85.5% | $5,306-84.5% |