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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 | $15,149 | $46,732-67.6% | $156,551-90.3% | $55,167-72.5% |
| Participation rate | 49.6% | 65.8%-16.2pp | 84.0%-34.5pp | 69.0%-19.4pp |
| Annual return | 7.20% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,027 | $2,204-8.0% | $4,871-58.4% | $3,054-33.6% |
| Admin fee / account holder | $1,796 | $418+329.3% | $13,028-86.2% | $504+256.4% |