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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 | $18,019 | $46,732-61.4% | $156,551-88.5% | $55,167-67.3% |
| Participation rate | 16.2% | 65.8%-49.6pp | 84.0%-67.9pp | 69.0%-52.8pp |
| Annual return | 20.12% | 17.72%+2.4pp | 32.23%-12.1pp | 169.23%-149.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $777 | $2,204-64.8% | $4,871-84.1% | $3,054-74.6% |
| Admin fee / account holder | $1,708 | $418+308.3% | $13,028-86.9% | $504+239.0% |