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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 | $27,691 | $86,050-67.8% | $189,758-85.4% | $94,015-70.5% |
| Participation rate | 60.0% | 68.9%-8.9pp | 79.8%-19.8pp | 70.8%-10.8pp |
| Annual return | 15.02% | 17.77%-2.8pp | 52.62%-37.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,863 | $3,349-44.4% | $5,856-68.2% | $4,249-56.2% |
| Admin fee / account holder | $1,724 | $6,627-74.0% | $20,388-91.5% | $8,951-80.7% |