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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 | $23,535 | $71,057-66.9% | $93,654-74.9% | $80,874-70.9% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.34%-120.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,402 | $4,034-65.3% | $4,413-68.2% | $4,297-67.4% |
| Admin fee / account holder | $1,389 | $6,944-80.0% | $8,282-83.2% | $6,935-80.0% |