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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 | $17,197 | $77,814-77.9% | $158,223-89.1% | $86,983-80.2% |
| Participation rate | 40.8% | 68.4%-27.6pp | 79.2%-38.4pp | 69.5%-28.7pp |
| Annual return | 14.47% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,291 | $3,270-60.5% | $5,467-76.4% | $4,194-69.2% |
| Admin fee / account holder | $1,146 | $5,879-80.5% | $16,047-92.9% | $7,856-85.4% |