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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 | $21,862 | $81,358-73.1% | $155,556-85.9% | $80,959-73.0% |
| Participation rate | 27.5% | 66.3%-38.8pp | 78.2%-50.7pp | 67.7%-40.2pp |
| Annual return | 12.48% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,472 | $3,455-57.4% | $5,631-73.9% | $4,300-65.8% |
| Admin fee / account holder | $23,294 | $7,994+191.4% | $15,885+46.6% | $6,925+236.4% |