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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 | $20,009 | $81,233-75.4% | $155,567-87.1% | $80,874-75.3% |
| Participation rate | 39.6% | 66.2%-26.7pp | 78.2%-38.6pp | 67.6%-28.1pp |
| Annual return | 16.04% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,748 | $3,452-49.4% | $5,628-68.9% | $4,297-59.3% |
| Admin fee / account holder | $2,900 | $7,998-63.7% | $15,916-81.8% | $6,935-58.2% |