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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 | $20,020 | $53,777-62.8% | $134,155-85.1% | $79,860-74.9% |
| Participation rate | 38.3% | 58.8%-20.5pp | 72.2%-33.9pp | 69.6%-31.3pp |
| Annual return | 10.57% | 19.01%-8.4pp | 36.33%-25.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,226 | $2,420-49.3% | $3,499-65.0% | $3,740-67.2% |
| Admin fee / account holder | $934 | $3,984-76.6% | $6,685-86.0% | $5,306-82.4% |