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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 | $15,221 | $49,891-69.5% | $80,607-81.1% | $75,181-79.8% |
| Participation rate | 51.7% | 55.3%-3.6pp | 67.0%-15.3pp | 67.2%-15.5pp |
| Annual return | 19.23% | 34.67%-15.4pp | 936.11%-916.9pp | 160.69%-141.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,346 | $2,991-55.0% | $4,448-69.7% | $4,126-67.4% |
| Admin fee / account holder | $879 | $3,578-75.4% | $5,379-83.7% | $5,650-84.4% |