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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 | $19,708 | $52,279-62.3% | $89,414-78.0% | $79,852-75.3% |
| Participation rate | 12.2% | 57.5%-45.4pp | 68.0%-55.8pp | 69.6%-57.5pp |
| Annual return | 31.09% | 22.16%+8.9pp | 245.50%-214.4pp | 31.72%-0.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,494 | $2,740-45.5% | $3,890-61.6% | $3,740-60.1% |
| Admin fee / account holder | $1,133 | $3,356-66.2% | $4,883-76.8% | $5,306-78.6% |