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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 | $16,452 | $42,423-61.2% | $152,093-89.2% | $100,573-83.6% |
| Participation rate | 7.3% | 55.9%-48.6pp | 77.8%-70.4pp | 70.9%-63.6pp |
| Annual return | 14.80% | 41.32%-26.5pp | 66.36%-51.6pp | 18.89%-4.1pp |
| Employer contribution / active EE | $0 | $1,482-100.0% | $4,175-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $236 | $2,158-89.0% | $5,451-95.7% | $4,921-95.2% |
| Admin fee / account holder | $2,191 | $429+410.2% | $14,497-84.9% | $454+382.6% |