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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 | $23,980 | $78,690-69.5% | $161,489-85.2% | $87,485-72.6% |
| Participation rate | 32.8% | 67.5%-34.7pp | 78.7%-45.9pp | 68.9%-36.1pp |
| Annual return | 19.63% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,175 | $3,311-34.3% | $5,630-61.4% | $4,274-49.1% |
| Admin fee / account holder | $2,322 | $6,724-65.5% | $16,006-85.5% | $7,775-70.1% |