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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 | $14,515 | $76,407-81.0% | $150,298-90.3% | $82,448-82.4% |
| Participation rate | 32.4% | 66.4%-34.0pp | 77.8%-45.3pp | 68.1%-35.6pp |
| Annual return | 15.58% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,076 | $3,214-66.5% | $5,453-80.3% | $4,139-74.0% |
| Admin fee / account holder | $16,733 | $6,352+163.4% | $14,116+18.5% | $7,234+131.3% |