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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 | $21,052 | $49,177-57.2% | $79,467-73.5% | $64,173-67.2% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.3%-15.5pp | 69.6%-11.7pp |
| Annual return | 15.32% | -1.16%+16.5pp | 718.30%-703.0pp | 7.63%+7.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,461 | $2,821+58.1% | $3,704+20.4% | $3,470+28.6% |
| Admin fee / account holder | $1,446 | $3,839-62.3% | $5,104-71.7% | $4,887-70.4% |