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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 | $19,440 | $81,233-76.1% | $155,567-87.5% | $80,874-76.0% |
| Participation rate | 31.6% | 66.2%-34.7pp | 78.2%-46.6pp | 67.6%-36.1pp |
| Annual return | 27.24% | 33.33%-6.1pp | 64.74%-37.5pp | 35.62%-8.4pp |
| Employer contribution / active EE | $247 | $3,101-92.0% | $4,674-94.7% | $2,756-91.1% |
| Participant deferral / active EE | $2,188 | $3,452-36.6% | $5,628-61.1% | $4,297-49.1% |
| Admin fee / account holder | $3,088 | $7,998-61.4% | $15,916-80.6% | $6,935-55.5% |