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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 | $23,006 | $71,208-67.7% | $93,681-75.4% | $80,911-71.6% |
| Participation rate | 52.7% | 60.4%-7.7pp | 68.7%-16.0pp | 67.6%-14.9pp |
| Annual return | 14.54% | 11.27%+3.3pp | 133.47%-118.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,142 | $4,035-46.9% | $4,415-51.5% | $4,297-50.2% |
| Admin fee / account holder | $7,971 | $6,951+14.7% | $8,290-3.9% | $6,935+14.9% |