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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 | $23,167 | $56,054-58.7% | $171,082-86.5% | $62,881-63.2% |
| Participation rate | 43.5% | 62.9%-19.4pp | 76.7%-33.2pp | 69.3%-25.8pp |
| Annual return | 5.72% | 22.52%-16.8pp | 32.56%-26.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,038 | $3,158-67.1% | $4,797-78.4% | $3,203-67.6% |
| Admin fee / account holder | $428 | $3,647-88.3% | $8,520-95.0% | $4,296-90.0% |