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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 | $18,317 | $45,266-59.5% | $103,693-82.3% | $65,306-72.0% |
| Participation rate | 31.2% | 53.3%-22.1pp | 72.6%-41.4pp | 57.7%-26.5pp |
| Annual return | 17.45% | 25.10%-7.6pp | 47.61%-30.2pp | 21.94%-4.5pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,415 | $2,099-32.6% | $4,579-69.1% | $2,959-52.2% |
| Admin fee / account holder | $1,123 | $3,221-65.1% | $7,858-85.7% | $3,480-67.7% |