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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 | $21,070 | $77,638-72.9% | $156,551-86.5% | $62,881-66.5% |
| Participation rate | 62.1% | 71.2%-9.1pp | 84.0%-21.9pp | 69.3%-7.2pp |
| Annual return | 5.37% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,124 | $3,046-63.1% | $4,871-76.9% | $3,203-64.9% |
| Admin fee / account holder | $882 | $5,561-84.1% | $13,028-93.2% | $4,296-79.5% |