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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 | $14,096 | $107,015-86.8% | $73,545-80.8% | $147,585-90.4% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 14.80% | 38.25%-23.4pp | -15.16%+30.0pp | 578.58%-563.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,208 | $2,462-50.9% | $1,806-33.1% | $5,439-77.8% |
| Admin fee / account holder | $1,257 | $3,055-58.9% | $2,320-45.8% | $10,886-88.5% |