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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 | $28,670 | $77,574-63.0% | $108,753-73.6% | $86,983-67.0% |
| Participation rate | 61.3% | 62.3%-1.0pp | 71.1%-9.8pp | 69.5%-8.3pp |
| Annual return | 15.51% | 18.42%-2.9pp | 37.47%-22.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,039 | $3,128-34.8% | $4,115-50.5% | $4,194-51.4% |
| Admin fee / account holder | $1,140 | $6,529-82.5% | $10,320-88.9% | $7,856-85.5% |