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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 | $25,910 | $81,276-68.1% | $155,574-83.3% | $80,925-68.0% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 12.26% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,798 | $3,453-19.0% | $5,629-50.3% | $4,299-34.9% |
| Admin fee / account holder | $4,366 | $7,993-45.4% | $15,914-72.6% | $6,940-37.1% |