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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 | $24,398 | $106,749-77.1% | $145,433-83.2% | $82,448-70.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 20.88% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,471 | $6,519-62.1% | $7,897-68.7% | $4,139-40.3% |
| Admin fee / account holder | $3,519 | $8,390-58.1% | $13,129-73.2% | $7,234-51.4% |