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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 | $16,039 | $52,580-69.5% | $71,671-77.6% | $70,126-77.1% |
| Participation rate | 54.5% | 60.9%-6.3pp | 68.7%-14.2pp | 69.5%-15.0pp |
| Annual return | 17.45% | 20.25%-2.8pp | 20.65%-3.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,467 | $2,386-38.5% | $3,438-57.3% | $3,332-56.0% |
| Admin fee / account holder | $735 | $3,653-79.9% | $5,558-86.8% | $4,645-84.2% |