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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 | $15,032 | $51,638-70.9% | $68,368-78.0% | $82,448-81.8% |
| Participation rate | 27.3% | 63.6%-36.3pp | 73.8%-46.5pp | 68.1%-40.8pp |
| Annual return | 16.80% | 37.53%-20.7pp | 292.57%-275.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $674 | $2,914-76.9% | $4,123-83.7% | $4,139-83.7% |
| Admin fee / account holder | $320 | $4,643-93.1% | $5,150-93.8% | $7,234-95.6% |