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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 | $42,525 | $81,233-47.7% | $155,567-72.7% | $80,874-47.4% |
| Participation rate | 22.8% | 66.2%-43.4pp | 78.2%-55.4pp | 67.6%-44.8pp |
| Annual return | 16.03% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $935 | $3,452-72.9% | $5,628-83.4% | $4,297-78.2% |
| Admin fee / account holder | $1,478 | $7,998-81.5% | $15,916-90.7% | $6,935-78.7% |