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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 | $16,514 | $84,236-80.4% | $170,439-90.3% | $70,124-76.4% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 14.90% | 23.06%-8.2pp | 205.94%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,943 | $3,086-37.0% | $4,939-60.7% | $3,332-41.7% |
| Admin fee / account holder | $8,433 | $5,698+48.0% | $13,881-39.2% | $4,645+81.5% |