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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 | $107,809-85.9% | $97,032-84.4% | $155,188-90.2% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 10.49% | 38.06%-27.6pp | 35.38%-24.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,636 | $5,129-68.1% | $4,672-65.0% | $6,531-75.0% |
| Admin fee / account holder | $11,528 | $10,717+7.6% | $9,418+22.4% | $14,480-20.4% |