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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 | $14,003 | $81,262-82.8% | $155,602-91.0% | $80,911-82.7% |
| Participation rate | 30.4% | 66.2%-35.9pp | 78.2%-47.8pp | 67.6%-37.3pp |
| Annual return | 12.33% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,193 | $3,451-65.4% | $5,629-78.8% | $4,297-72.2% |
| Admin fee / account holder | $3,781 | $7,992-52.7% | $15,923-76.3% | $6,935-45.5% |