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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 | $19,199 | $72,027-73.3% | $185,861-89.7% | $79,856-76.0% |
| Participation rate | 58.9% | 65.8%-6.8pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 11.76% | 23.13%-11.4pp | 35.96%-24.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,669 | $3,780-55.8% | $5,634-70.4% | $3,741-55.4% |
| Admin fee / account holder | $2,126 | $4,513-52.9% | $9,503-77.6% | $5,306-59.9% |