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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 | $25,409 | $49,249-48.4% | $70,476-63.9% | $79,852-68.2% |
| Participation rate | 19.1% | 69.2%-50.0pp | 75.1%-55.9pp | 69.6%-50.5pp |
| Annual return | 19.86% | 30.09%-10.2pp | 109.12%-89.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,289 | $2,769-17.3% | $3,710-38.3% | $3,740-38.8% |
| Admin fee / account holder | $331 | $2,878-88.5% | $3,847-91.4% | $5,306-93.8% |