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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 | $13,921 | $55,902-75.1% | $76,030-81.7% | $80,959-82.8% |
| Participation rate | 30.6% | 62.1%-31.5pp | 69.1%-38.4pp | 67.7%-37.1pp |
| Annual return | 16.28% | 20.59%-4.3pp | 361.54%-345.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $3,051-48.4% | $4,257-63.0% | $4,300-63.4% |
| Admin fee / account holder | $1,058 | $5,239-79.8% | $6,421-83.5% | $6,925-84.7% |