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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 | $26,481 | $77,472-65.8% | $100,392-73.6% | $80,935-67.3% |
| Participation rate | 36.7% | 76.9%-40.3pp | 81.5%-44.8pp | 67.7%-31.0pp |
| Annual return | 20.58% | 37.26%-16.7pp | 49.45%-28.9pp | 35.66%-15.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,184 | $6,818-9.3% | $8,090-23.6% | $4,299+43.8% |
| Admin fee / account holder | $8,741 | $5,885+48.5% | $7,904+10.6% | $6,924+26.2% |