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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 | $22,422 | $69,590-67.8% | $136,867-83.6% | $94,015-76.2% |
| Participation rate | 20.0% | 66.3%-46.3pp | 74.5%-54.5pp | 70.8%-50.8pp |
| Annual return | 21.47% | 19.62%+1.8pp | 42.97%-21.5pp | 17.84%+3.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,088 | $3,437-39.2% | $4,924-57.6% | $4,249-50.9% |
| Admin fee / account holder | $635 | $8,912-92.9% | $10,340-93.9% | $8,951-92.9% |