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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 | $17,197 | $76,407-77.5% | $150,298-88.6% | $82,448-79.1% |
| Participation rate | 40.8% | 66.4%-25.6pp | 77.8%-36.9pp | 68.1%-27.3pp |
| Annual return | 14.47% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,291 | $3,214-59.8% | $5,453-76.3% | $4,139-68.8% |
| Admin fee / account holder | $1,146 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |