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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 | $16,681 | $58,275-71.4% | $81,844-79.6% | $80,935-79.4% |
| Participation rate | 37.0% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 10.98% | 41.82%-30.8pp | 778.87%-767.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,512 | $3,285-54.0% | $4,323-65.0% | $4,299-64.8% |
| Admin fee / account holder | $9,617 | $4,749+102.5% | $7,355+30.7% | $6,924+38.9% |