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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 | $14,774 | $123,155-88.0% | $108,753-86.4% | $155,188-90.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 16.81% | 44.73%-27.9pp | 37.47%-20.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,757 | $4,623-62.0% | $4,115-57.3% | $6,531-73.1% |
| Admin fee / account holder | $352 | $12,126-97.1% | $10,320-96.6% | $14,480-97.6% |