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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 | $27,543 | $81,358-66.1% | $155,556-82.3% | $80,959-66.0% |
| Participation rate | 26.3% | 66.3%-40.0pp | 78.2%-52.0pp | 67.7%-41.4pp |
| Annual return | 14.99% | 33.39%-18.4pp | 64.84%-49.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,860 | $3,455-46.2% | $5,631-67.0% | $4,300-56.8% |
| Admin fee / account holder | $2,863 | $7,994-64.2% | $15,885-82.0% | $6,925-58.7% |