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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 | $19,520 | $55,684-64.9% | $75,900-74.3% | $72,976-73.3% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.3%-36.9pp | 69.5%-37.1pp |
| Annual return | 16.94% | 27.60%-10.7pp | 30.73%-13.8pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,156 | $2,634-56.1% | $3,604-67.9% | $3,608-68.0% |
| Admin fee / account holder | $1,310 | $3,981-67.1% | $5,421-75.8% | $5,124-74.4% |