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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 | $81,233-66.1% | $155,567-82.3% | $80,874-65.9% |
| Participation rate | 26.3% | 66.2%-40.0pp | 78.2%-51.9pp | 67.6%-41.4pp |
| Annual return | 14.99% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,860 | $3,452-46.1% | $5,628-67.0% | $4,297-56.7% |
| Admin fee / account holder | $2,863 | $7,998-64.2% | $15,916-82.0% | $6,935-58.7% |