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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 | $14,645 | $58,848-75.1% | $88,179-83.4% | $82,637-82.3% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.1%-9.1pp | 68.1%-8.1pp |
| Annual return | 18.44% | 22.76%-4.3pp | 64.97%-46.5pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,022 | $3,124-35.3% | $4,614-56.2% | $4,126-51.0% |
| Admin fee / account holder | $1,922 | $4,795-59.9% | $7,673-74.9% | $7,339-73.8% |