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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 | $13,277 | $60,442-78.0% | $96,754-86.3% | $87,485-84.8% |
| Participation rate | 42.3% | 58.7%-16.4pp | 70.3%-28.0pp | 68.9%-26.6pp |
| Annual return | 17.25% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,637 | $3,280-50.1% | $4,758-65.6% | $4,274-61.7% |
| Admin fee / account holder | $1,644 | $5,069-67.6% | $8,905-81.5% | $7,775-78.9% |