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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 | $14,332 | $55,453-74.2% | $170,435-91.6% | $62,293-77.0% |
| Participation rate | 40.6% | 66.4%-25.8pp | 83.6%-43.0pp | 69.5%-28.9pp |
| Annual return | 19.38% | 21.38%-2.0pp | 205.94%-186.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,849 | $2,303-19.7% | $4,939-62.6% | $3,169-41.6% |
| Admin fee / account holder | $1,009 | $455+121.8% | $13,881-92.7% | $479+110.5% |