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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 | $27,532 | $77,814-64.6% | $158,223-82.6% | $86,983-68.3% |
| Participation rate | 25.0% | 68.4%-43.4pp | 79.2%-54.2pp | 69.5%-44.5pp |
| Annual return | 18.84% | 30.54%-11.7pp | 52.09%-33.2pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,097 | $3,270-66.5% | $5,467-79.9% | $4,194-73.9% |
| Admin fee / account holder | $3,429 | $5,879-41.7% | $16,047-78.6% | $7,856-56.4% |