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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 | $20,078 | $77,638-74.1% | $156,551-87.2% | $62,881-68.1% |
| Participation rate | 61.8% | 71.2%-9.4pp | 84.0%-22.2pp | 69.3%-7.5pp |
| Annual return | 12.76% | 50.33%-37.6pp | 32.23%-19.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,266 | $3,046-25.6% | $4,871-53.5% | $3,203-29.3% |
| Admin fee / account holder | $443 | $5,561-92.0% | $13,028-96.6% | $4,296-89.7% |