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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 | $23,901 | $77,638-69.2% | $156,551-84.7% | $62,881-62.0% |
| Participation rate | 47.5% | 71.2%-23.7pp | 84.0%-36.5pp | 69.3%-21.8pp |
| Annual return | 5.48% | 50.33%-44.8pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,812 | $3,046-40.5% | $4,871-62.8% | $3,203-43.4% |
| Admin fee / account holder | $605 | $5,561-89.1% | $13,028-95.4% | $4,296-85.9% |