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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 | $31,520 | $45,312-30.4% | $86,233-63.4% | $67,986-53.6% |
| Participation rate | 19.2% | 42.4%-23.2pp | 69.0%-49.8pp | 57.2%-38.0pp |
| Annual return | 14.07% | 24.79%-10.7pp | 61.39%-47.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,113 | $2,185-49.1% | $4,559-75.6% | $3,358-66.9% |
| Admin fee / account holder | $26,957 | $3,295+718.2% | $8,342+223.1% | $3,203+741.6% |