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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 | $14,867 | $46,596-68.1% | $64,099-76.8% | $75,181-80.2% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 19.13% | 26.04%-6.9pp | 33.70%-14.6pp | 160.69%-141.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,859 | $2,837+0.8% | $3,881-26.3% | $4,126-30.7% |
| Admin fee / account holder | $2,344 | $2,954-20.7% | $3,070-23.7% | $5,650-58.5% |