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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 | $13,972 | $49,249-71.6% | $70,476-80.2% | $79,852-82.5% |
| Participation rate | 51.6% | 69.2%-17.6pp | 75.1%-23.4pp | 69.6%-18.0pp |
| Annual return | 12.72% | 30.09%-17.4pp | 109.12%-96.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $867 | $2,769-68.7% | $3,710-76.6% | $3,740-76.8% |
| Admin fee / account holder | $768 | $2,878-73.3% | $3,847-80.0% | $5,306-85.5% |