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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 | $15,777 | $73,107-78.4% | $114,563-86.2% | $87,485-82.0% |
| Participation rate | 25.0% | 65.8%-40.8pp | 72.9%-47.9pp | 68.9%-43.9pp |
| Annual return | 20.06% | 19.47%+0.6pp | 241.09%-221.0pp | 26.06%-6.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,169 | $3,144-62.8% | $4,142-71.8% | $4,274-72.6% |
| Admin fee / account holder | $956 | $5,770-83.4% | $7,623-87.5% | $7,775-87.7% |