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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 | $21,634 | $54,541-60.3% | $78,778-72.5% | $70,126-69.1% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 15.84% | 21.07%-5.2pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $4 | $1,089-99.6% | $1,986-99.8% | $2,343-99.8% |
| Participant deferral / active EE | $2,098 | $2,210-5.1% | $2,958-29.1% | $3,332-37.0% |
| Admin fee / account holder | $3,429 | $3,709-7.5% | $5,134-33.2% | $4,645-26.2% |