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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 | $16,027 | $32,425-50.6% | $74,577-78.5% | $55,167-70.9% |
| Participation rate | 18.6% | 54.0%-35.4pp | 68.1%-49.5pp | 69.0%-50.4pp |
| Annual return | 6.52% | 10.63%-4.1pp | 20.47%-13.9pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,429 | $1,995-28.3% | $3,458-58.7% | $3,054-53.2% |
| Admin fee / account holder | $579 | $748-22.7% | $4,138-86.0% | $504+14.8% |