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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 | $16,141 | $43,333-62.8% | $59,883-73.0% | $64,181-74.9% |
| Participation rate | 28.6% | 69.2%-40.6pp | 74.7%-46.1pp | 69.6%-41.0pp |
| Annual return | 13.24% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,197 | $2,547-53.0% | $3,402-64.8% | $3,470-65.5% |
| Admin fee / account holder | $1,719 | $3,006-42.8% | $3,591-52.1% | $4,887-64.8% |