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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 | $19,782 | $48,337-59.1% | $67,560-70.7% | $80,959-75.6% |
| Participation rate | 35.3% | 66.4%-31.1pp | 72.9%-37.6pp | 67.7%-32.4pp |
| Annual return | 17.96% | 18.26%-0.3pp | 3533.50%-3515.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $195 | $2,023-90.4% | $2,737-92.9% | $2,757-92.9% |
| Participant deferral / active EE | $1,540 | $2,928-47.4% | $4,004-61.5% | $4,300-64.2% |
| Admin fee / account holder | $595 | $3,695-83.9% | $3,994-85.1% | $6,925-91.4% |