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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 | $15,318 | $47,479-67.7% | $62,929-75.7% | $82,448-81.4% |
| Participation rate | 26.9% | 66.9%-39.9pp | 73.1%-46.2pp | 68.1%-41.1pp |
| Annual return | 13.11% | 20.34%-7.2pp | 1063.93%-1050.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,086 | $2,870-62.2% | $3,888-72.1% | $4,139-73.8% |
| Admin fee / account holder | $6,450 | $3,804+69.6% | $5,065+27.4% | $7,234-10.8% |