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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 | $23,562 | $71,230-66.9% | $93,727-74.9% | $80,959-70.9% |
| Participation rate | 20.9% | 60.4%-39.5pp | 68.7%-47.8pp | 67.7%-46.7pp |
| Annual return | 11.83% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,509 | $4,037+11.7% | $4,417+2.1% | $4,300+4.8% |
| Admin fee / account holder | $36,446 | $6,961+423.6% | $8,292+339.6% | $6,925+426.3% |