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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 | $81,276-66.1% | $155,574-82.3% | $80,925-66.0% |
| Participation rate | 26.3% | 66.2%-40.0pp | 78.2%-52.0pp | 67.7%-41.4pp |
| Annual return | 14.99% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,860 | $3,453-46.1% | $5,629-67.0% | $4,299-56.7% |
| Admin fee / account holder | $2,863 | $7,993-64.2% | $15,914-82.0% | $6,940-58.8% |