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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 | $15,834 | $39,132-59.5% | $57,196-72.3% | $62,881-74.8% |
| Participation rate | 42.4% | 70.5%-28.1pp | 75.3%-32.9pp | 69.3%-26.9pp |
| Annual return | 20.05% | 9.24%+10.8pp | 14.59%+5.5pp | 20.14%-0.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $734 | $2,374-69.1% | $3,096-76.3% | $3,203-77.1% |
| Admin fee / account holder | $8,673 | $2,594+234.3% | $3,141+176.1% | $4,296+101.9% |