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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 | $19,162 | $52,279-63.3% | $89,414-78.6% | $79,852-76.0% |
| Participation rate | 39.5% | 57.5%-18.0pp | 68.0%-28.4pp | 69.6%-30.1pp |
| Annual return | 15.29% | 22.16%-6.9pp | 245.50%-230.2pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,403 | $2,740-48.8% | $3,890-63.9% | $3,740-62.5% |
| Admin fee / account holder | $1,244 | $3,356-62.9% | $4,883-74.5% | $5,306-76.5% |