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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 | $29,551 | $63,365-53.4% | $91,994-67.9% | $72,976-59.5% |
| Participation rate | 22.6% | 72.5%-49.9pp | 78.6%-56.1pp | 69.5%-46.9pp |
| Annual return | 26.78% | 35.35%-8.6pp | 69.04%-42.3pp | 81.02%-54.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,321 | $4,883-52.5% | $5,924-60.8% | $3,608-35.7% |
| Admin fee / account holder | $677 | $4,670-85.5% | $7,744-91.3% | $5,124-86.8% |