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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 | $22,116 | $78,520-71.8% | $96,576-77.1% | $82,448-73.2% |
| Participation rate | 48.8% | 77.7%-29.0pp | 81.4%-32.7pp | 68.1%-19.3pp |
| Annual return | 20.81% | 41.30%-20.5pp | 38.47%-17.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,189 | $6,754-23.2% | $7,956-34.8% | $4,139+25.4% |
| Admin fee / account holder | $2,822 | $13,455-79.0% | $11,381-75.2% | $7,234-61.0% |