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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 | $15,104 | $48,078-68.6% | $78,676-80.8% | $62,881-76.0% |
| Participation rate | 31.8% | 65.2%-33.4pp | 73.6%-41.7pp | 69.3%-37.5pp |
| Annual return | 6.20% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,387 | $2,587-46.4% | $3,517-60.6% | $3,203-56.7% |
| Admin fee / account holder | $27,972 | $3,206+772.5% | $4,510+520.2% | $4,296+551.2% |