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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 | $22,101 | $57,590-61.6% | $86,233-74.4% | $82,448-73.2% |
| Participation rate | 31.0% | 57.9%-26.8pp | 69.0%-38.0pp | 68.1%-37.0pp |
| Annual return | 19.38% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,730 | $3,080-43.8% | $4,559-62.0% | $4,139-58.2% |
| Admin fee / account holder | $776 | $4,730-83.6% | $8,342-90.7% | $7,234-89.3% |