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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 | $27,285 | $80,985-66.3% | $96,576-71.7% | $75,181-63.7% |
| Participation rate | 40.0% | 71.8%-31.8pp | 76.0%-36.0pp | 67.2%-27.2pp |
| Annual return | 18.64% | 27.05%-8.4pp | 25.87%-7.2pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,019 | $3,929-48.6% | $4,851-58.4% | $4,126-51.1% |
| Admin fee / account holder | $8,548 | $6,719+27.2% | $8,253+3.6% | $5,650+51.3% |