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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 | $15,159 | $56,134-73.0% | $96,171-84.2% | $85,847-82.3% |
| Participation rate | 69.6% | 56.7%+12.9pp | 68.4%+1.1pp | 69.3%+0.2pp |
| Annual return | 24.02% | 42.30%-18.3pp | 192.04%-168.0pp | 318.61%-294.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $2,858-5.0% | $4,350-37.6% | $3,952-31.3% |
| Admin fee / account holder | $1,781 | $3,769-52.7% | $5,538-67.8% | $6,261-71.6% |