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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 | $22,960 | $45,082-49.1% | $69,464-66.9% | $72,975-68.5% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.6%-54.6pp | 69.5%-49.5pp |
| Annual return | 19.52% | 22.66%-3.1pp | 28.98%-9.5pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,192 | $2,604-54.2% | $3,536-66.3% | $3,608-66.9% |
| Admin fee / account holder | $3,682 | $3,057+20.4% | $3,840-4.1% | $5,124-28.1% |