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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 | $16,223 | $58,275-72.2% | $81,844-80.2% | $80,935-80.0% |
| Participation rate | 45.8% | 63.5%-17.6pp | 72.4%-26.5pp | 67.7%-21.8pp |
| Annual return | 12.59% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,191 | $3,285-63.7% | $4,323-72.4% | $4,299-72.3% |
| Admin fee / account holder | $13,870 | $4,749+192.1% | $7,355+88.6% | $6,924+100.3% |