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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 | $19,465 | $53,128-63.4% | $86,581-77.5% | $70,124-72.2% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 15.32% | 27.66%-12.3pp | 965.06%-949.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $980 | $2,695-63.7% | $3,609-72.9% | $3,332-70.6% |
| Admin fee / account holder | $1,092 | $3,584-69.5% | $4,904-77.7% | $4,645-76.5% |