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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 | $21,368 | $47,944-55.4% | $67,834-68.5% | $62,881-66.0% |
| Participation rate | 69.8% | 61.1%+8.8pp | 68.8%+1.0pp | 69.3%+0.5pp |
| Annual return | 6.25% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,242 | $2,247-44.7% | $3,160-60.7% | $3,203-61.2% |
| Admin fee / account holder | $1,540 | $3,712-58.5% | $4,622-66.7% | $4,296-64.2% |