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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 | $15,461 | $112,729-86.3% | $98,716-84.3% | $137,256-88.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 17.15% | 38.48%-21.3pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,768 | $4,640-61.9% | $4,048-56.3% | $6,407-72.4% |
| Admin fee / account holder | $1,407 | $10,129-86.1% | $8,703-83.8% | $12,270-88.5% |