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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 | $27,001 | $77,472-65.1% | $100,415-73.1% | $80,959-66.6% |
| Participation rate | 60.3% | 76.9%-16.7pp | 81.5%-21.3pp | 67.7%-7.4pp |
| Annual return | 14.72% | 37.26%-22.5pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,008 | $6,818-41.2% | $8,091-50.5% | $4,300-6.8% |
| Admin fee / account holder | $1,240 | $5,885-78.9% | $7,906-84.3% | $6,925-82.1% |