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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 | $26,606 | $174,018-84.7% | $136,833-80.6% | $198,609-86.6% |
| Participation rate | 35.7% | 65.1%-29.4pp | 59.0%-23.3pp | 82.4%-46.7pp |
| Annual return | 14.19% | 35.16%-21.0pp | 35.32%-21.1pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,138 | $2,873-60.4% | $2,441-53.4% | $6,977-83.7% |
| Admin fee / account holder | $576 | $5,434-89.4% | $4,706-87.8% | $19,030-97.0% |