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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 | $22,901 | $63,355-63.9% | $91,994-75.1% | $72,983-68.6% |
| Participation rate | 67.3% | 72.5%-5.2pp | 78.6%-11.4pp | 69.5%-2.2pp |
| Annual return | 31.78% | 35.35%-3.6pp | 69.03%-37.3pp | 81.01%-49.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,395 | $4,883+31.0% | $5,923+8.0% | $3,608+77.3% |
| Admin fee / account holder | $637 | $4,668-86.4% | $7,743-91.8% | $5,124-87.6% |