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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 | $15,167 | $108,882-86.1% | $96,754-84.3% | $154,746-90.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 10.49% | 98.39%-87.9pp | 82.04%-71.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,636 | $5,323-69.3% | $4,758-65.6% | $6,730-75.7% |
| Admin fee / account holder | $11,528 | $10,200+13.0% | $8,905+29.5% | $14,365-19.8% |