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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 | $20,293 | $45,050-55.0% | $63,018-67.8% | $70,126-71.1% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 14.79% | 18.76%-4.0pp | 87.62%-72.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,437 | $2,466-41.7% | $3,330-56.8% | $3,332-56.9% |
| Admin fee / account holder | $7,348 | $2,834+159.3% | $3,601+104.1% | $4,645+58.2% |