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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 | $22,753 | $49,255-53.8% | $70,494-67.7% | $79,856-71.5% |
| Participation rate | 28.8% | 69.2%-40.3pp | 75.1%-46.2pp | 69.6%-40.8pp |
| Annual return | 12.75% | 30.10%-17.4pp | 109.16%-96.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,766 | $2,768-36.2% | $3,711-52.4% | $3,741-52.8% |
| Admin fee / account holder | $3,653 | $2,879+26.9% | $3,848-5.1% | $5,306-31.2% |