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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 | $15,977 | $36,767-56.5% | $81,473-80.4% | $62,293-74.4% |
| Participation rate | 28.7% | 54.4%-25.8pp | 68.0%-39.3pp | 69.5%-40.8pp |
| Annual return | 26.22% | 173.80%-147.6pp | 38.78%-12.6pp | 28.90%-2.7pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,312 | $2,111+9.5% | $3,537-34.6% | $3,169-27.0% |
| Admin fee / account holder | $1,831 | $797+129.7% | $4,561-59.9% | $479+282.0% |