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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 | $17,100 | $75,541-77.4% | $152,093-88.8% | $82,637-79.3% |
| Participation rate | 49.2% | 66.5%-17.4pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 18.33% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,468 | $3,206+8.2% | $5,451-36.4% | $4,126-15.9% |
| Admin fee / account holder | $375 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |