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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 | $22,616 | $48,364-53.2% | $71,796-68.5% | $62,881-64.0% |
| Participation rate | 54.5% | 60.6%-6.1pp | 69.1%-14.6pp | 69.3%-14.8pp |
| Annual return | 9.79% | 13.16%-3.4pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,855 | $2,091-11.3% | $2,794-33.6% | $3,203-42.1% |
| Admin fee / account holder | $4,711 | $3,771+24.9% | $4,815-2.2% | $4,296+9.7% |