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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 | $25,454 | $81,358-68.7% | $155,556-83.6% | $80,959-68.6% |
| Participation rate | 43.0% | 66.3%-23.3pp | 78.2%-35.2pp | 67.7%-24.7pp |
| Annual return | 16.40% | 33.39%-17.0pp | 64.84%-48.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,097 | $3,455-68.3% | $5,631-80.5% | $4,300-74.5% |
| Admin fee / account holder | $11,758 | $7,994+47.1% | $15,885-26.0% | $6,925+69.8% |