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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 | $21,942 | $48,364-54.6% | $71,796-69.4% | $62,881-65.1% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 10.54% | 13.16%-2.6pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,837 | $2,091-12.2% | $2,794-34.3% | $3,203-42.6% |
| Admin fee / account holder | $707 | $3,771-81.3% | $4,815-85.3% | $4,296-83.5% |