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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 | $21,015 | $72,027-70.8% | $185,861-88.7% | $79,856-73.7% |
| Participation rate | 57.7% | 65.8%-8.1pp | 78.0%-20.3pp | 69.6%-11.9pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,092 | $3,780-44.7% | $5,634-62.9% | $3,741-44.1% |
| Admin fee / account holder | $6,848 | $4,513+51.7% | $9,503-27.9% | $5,306+29.0% |