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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 | $60,442-63.4% | $96,754-77.2% | $87,485-74.7% |
| Participation rate | 31.0% | 58.7%-27.7pp | 70.3%-39.2pp | 68.9%-37.9pp |
| Annual return | 19.38% | 21.97%-2.6pp | 82.04%-62.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,730 | $3,280-47.2% | $4,758-63.6% | $4,274-59.5% |
| Admin fee / account holder | $776 | $5,069-84.7% | $8,905-91.3% | $7,775-90.0% |