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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 | $19,836 | $97,881-79.7% | $80,004-75.2% | $125,389-84.2% |
| Participation rate | 27.8% | 77.9%-50.1pp | 73.0%-45.2pp | 83.2%-55.4pp |
| Annual return | 2.04% | 9.36%-7.3pp | 7.63%-5.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $518 | $3,744-86.2% | $3,204-83.8% | $5,352-90.3% |
| Admin fee / account holder | $2,344 | $6,278-62.7% | $5,033-53.4% | $9,541-75.4% |