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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 | $13,931 | $77,638-82.1% | $156,552-91.1% | $62,881-77.8% |
| Participation rate | 37.5% | 71.2%-33.7pp | 84.0%-46.5pp | 69.3%-31.8pp |
| Annual return | 11.43% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,361 | $3,046-22.5% | $4,871-51.5% | $3,203-26.3% |
| Admin fee / account holder | $555 | $5,561-90.0% | $13,028-95.7% | $4,296-87.1% |