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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 | $75,807-79.2% | $116,096-86.4% | $86,983-81.9% |
| Participation rate | 25.0% | 66.9%-41.9pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 20.06% | 18.57%+1.5pp | 326.25%-306.2pp | 25.83%-5.8pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,169 | $3,212-63.6% | $3,952-70.4% | $4,194-72.1% |
| Admin fee / account holder | $956 | $6,659-85.6% | $7,704-87.6% | $7,856-87.8% |