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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 | $78,690-64.8% | $161,489-82.9% | $87,485-68.3% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 15.02% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,863 | $3,311-43.7% | $5,630-66.9% | $4,274-56.4% |
| Admin fee / account holder | $1,724 | $6,724-74.4% | $16,006-89.2% | $7,775-77.8% |