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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 | $24,821 | $81,262-69.5% | $155,602-84.0% | $80,911-69.3% |
| Participation rate | 26.5% | 66.2%-39.8pp | 78.2%-51.7pp | 67.6%-41.2pp |
| Annual return | 22.54% | 33.34%-10.8pp | 64.81%-42.3pp | 35.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,444 | $3,451-58.2% | $5,629-74.3% | $4,297-66.4% |
| Admin fee / account holder | $1,575 | $7,992-80.3% | $15,923-90.1% | $6,935-77.3% |