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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 | $22,517 | $81,233-72.3% | $155,567-85.5% | $80,874-72.2% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.3pp | 67.6%-15.8pp |
| Annual return | 20.43% | 33.33%-12.9pp | 64.74%-44.3pp | 35.62%-15.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,392 | $3,452+85.2% | $5,628+13.6% | $4,297+48.8% |
| Admin fee / account holder | $566 | $7,998-92.9% | $15,916-96.4% | $6,935-91.8% |