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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 | $24,579 | $106,864-77.0% | $147,318-83.3% | $82,637-70.3% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.1%-19.2pp | 68.1%-5.2pp |
| Annual return | 15.49% | 27.49%-12.0pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,284 | $6,496-49.4% | $7,906-58.5% | $4,126-20.4% |
| Admin fee / account holder | $949 | $8,415-88.7% | $13,708-93.1% | $7,339-87.1% |