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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 | $21,112 | $77,817-72.9% | $123,553-82.9% | $64,173-67.1% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.3%-43.8pp | 69.6%-31.1pp |
| Annual return | 1.97% | 12.49%-10.5pp | 119.21%-117.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,545 | $5,240-32.4% | $6,426-44.8% | $3,470+2.2% |
| Admin fee / account holder | $1,286 | $5,519-76.7% | $9,284-86.2% | $4,887-73.7% |