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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 | $27,747 | $37,446-25.9% | $77,513-64.2% | $79,852-65.3% |
| Participation rate | 15.0% | 41.5%-26.5pp | 54.2%-39.2pp | 69.6%-54.6pp |
| Annual return | 11.86% | 39.76%-27.9pp | 54.81%-42.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $456 | $1,261-63.8% | $1,861-75.5% | $3,740-87.8% |
| Admin fee / account holder | $2,224 | $2,506-11.3% | $2,859-22.2% | $5,306-58.1% |