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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 | $23,263 | $57,140-59.3% | $85,240-72.7% | $80,959-71.3% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.4pp |
| Annual return | 28.78% | 21.71%+7.1pp | 66.75%-38.0pp | 35.67%-6.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,093 | $3,115+31.4% | $4,527-9.6% | $4,300-4.8% |
| Admin fee / account holder | $2,205 | $4,992-55.8% | $6,165-64.2% | $6,925-68.2% |