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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 | $19,814 | $64,359-69.2% | $90,161-78.0% | $70,126-71.7% |
| Participation rate | 35.7% | 70.4%-34.7pp | 76.9%-41.2pp | 69.5%-33.8pp |
| Annual return | 25.02% | 28.13%-3.1pp | 34.89%-9.9pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,535 | $4,389-19.5% | $5,287-33.1% | $3,332+6.1% |
| Admin fee / account holder | $438 | $3,945-88.9% | $5,943-92.6% | $4,645-90.6% |