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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 | $24,649 | $81,358-69.7% | $155,556-84.2% | $80,959-69.6% |
| Participation rate | 53.3% | 66.3%-12.9pp | 78.2%-24.9pp | 67.7%-14.3pp |
| Annual return | 10.71% | 33.39%-22.7pp | 64.84%-54.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,594 | $3,455-53.9% | $5,631-71.7% | $4,300-62.9% |
| Admin fee / account holder | $775 | $7,994-90.3% | $15,885-95.1% | $6,925-88.8% |