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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 | $23,549 | $41,016-42.6% | $152,093-84.5% | $64,097-63.3% |
| Participation rate | 11.7% | 51.3%-39.6pp | 77.8%-66.0pp | 55.2%-43.5pp |
| Annual return | 15.58% | 39.60%-24.0pp | 66.36%-50.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $957 | $1,927-50.3% | $5,451-82.4% | $3,080-68.9% |
| Admin fee / account holder | $525 | $2,305-77.2% | $14,497-96.4% | $3,454-84.8% |