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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 | $15,258 | $117,444-87.0% | $99,479-84.7% | $152,909-90.0% |
| Participation rate | 40.9% | 77.5%-36.6pp | 73.8%-32.9pp | 82.5%-41.5pp |
| Annual return | 24.56% | 31.87%-7.3pp | 30.72%-6.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,289 | $4,086-68.5% | $3,619-64.4% | $5,851-78.0% |
| Admin fee / account holder | $877 | $7,635-88.5% | $6,253-86.0% | $11,601-92.4% |