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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 | $13,324 | $45,266-70.6% | $103,693-87.2% | $65,306-79.6% |
| Participation rate | 21.6% | 53.3%-31.7pp | 72.6%-51.0pp | 57.7%-36.0pp |
| Annual return | 15.96% | 25.10%-9.1pp | 47.61%-31.7pp | 21.94%-6.0pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $714 | $2,099-66.0% | $4,579-84.4% | $2,959-75.9% |
| Admin fee / account holder | $2,569 | $3,221-20.2% | $7,858-67.3% | $3,480-26.2% |