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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 | $17,156 | $64,920-73.6% | $103,693-83.5% | $86,983-80.3% |
| Participation rate | 43.7% | 63.6%-19.9pp | 72.6%-29.0pp | 69.5%-25.9pp |
| Annual return | 15.44% | 30.29%-14.9pp | 47.61%-32.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,240 | $3,241-61.7% | $4,579-72.9% | $4,194-70.4% |
| Admin fee / account holder | $776 | $6,191-87.5% | $7,858-90.1% | $7,856-90.1% |