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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 | $16,676 | $39,162-57.4% | $100,671-83.4% | $59,633-72.0% |
| Participation rate | 67.4% | 55.9%+11.5pp | 70.7%-3.3pp | 68.7%-1.3pp |
| Annual return | -1.22% | 21.07%-22.3pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,091 | $1,992-45.3% | $3,144-65.3% | $3,192-65.8% |
| Admin fee / account holder | $3,255 | $2,969+9.6% | $4,850-32.9% | $4,297-24.3% |