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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 | $18,893 | $47,848-60.5% | $81,473-76.8% | $70,126-73.1% |
| Participation rate | 54.1% | 58.3%-4.2pp | 68.0%-13.9pp | 69.5%-15.4pp |
| Annual return | 15.21% | 27.25%-12.0pp | 38.78%-23.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,232 | $2,453+154.1% | $3,537+76.2% | $3,332+87.1% |
| Admin fee / account holder | $1,056 | $3,145-66.4% | $4,561-76.8% | $4,645-77.3% |