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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 | $15,753 | $93,064-83.1% | $74,577-78.9% | $273,972-94.3% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.6pp | 83.0%-44.6pp |
| Annual return | 6.48% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,947 | $4,160-53.2% | $3,458-43.7% | $5,287-63.2% |
| Admin fee / account holder | $14,554 | $5,273+176.0% | $4,138+251.7% | $10,133+43.6% |