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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 | $15,988 | $47,848-66.6% | $81,473-80.4% | $70,126-77.2% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 13.88% | 27.25%-13.4pp | 38.78%-24.9pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,040 | $2,453-57.6% | $3,537-70.6% | $3,332-68.8% |
| Admin fee / account holder | $1,037 | $3,145-67.0% | $4,561-77.3% | $4,645-77.7% |