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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 | $23,875 | $77,638-69.2% | $156,551-84.7% | $62,881-62.0% |
| Participation rate | 48.3% | 71.2%-22.9pp | 84.0%-35.7pp | 69.3%-21.0pp |
| Annual return | 12.45% | 50.33%-37.9pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,502 | $3,046-17.8% | $4,871-48.6% | $3,203-21.9% |
| Admin fee / account holder | $469 | $5,561-91.6% | $13,028-96.4% | $4,296-89.1% |