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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 | $16,140 | $51,638-68.7% | $68,368-76.4% | $82,448-80.4% |
| Participation rate | 13.9% | 63.6%-49.7pp | 73.8%-59.9pp | 68.1%-54.2pp |
| Annual return | 15.75% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $793 | $2,914-72.8% | $4,123-80.8% | $4,139-80.8% |
| Admin fee / account holder | $887 | $4,643-80.9% | $5,150-82.8% | $7,234-87.7% |