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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 | $32,746 | $75,541-56.7% | $152,093-78.5% | $82,637-60.4% |
| Participation rate | 15.9% | 66.5%-50.6pp | 77.8%-61.9pp | 68.1%-52.1pp |
| Annual return | 18.88% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,166 | $3,206-63.6% | $5,451-78.6% | $4,126-71.7% |
| Admin fee / account holder | $436 | $6,405-93.2% | $14,497-97.0% | $7,339-94.1% |