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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 | $24,767 | $63,861-61.2% | $104,614-76.3% | $79,858-69.0% |
| Participation rate | 51.7% | 64.9%-13.2pp | 74.1%-22.4pp | 69.6%-17.9pp |
| Annual return | 17.74% | 21.30%-3.6pp | 340.56%-322.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,923 | $2,693+8.5% | $3,739-21.8% | $3,740-21.9% |
| Admin fee / account holder | $4,546 | $4,185+8.6% | $6,464-29.7% | $5,306-14.3% |