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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 | $25,612 | $62,592-59.1% | $85,709-70.1% | $85,847-70.2% |
| Participation rate | 45.9% | 61.1%-15.2pp | 69.9%-23.9pp | 69.3%-23.4pp |
| Annual return | 11.40% | 23.77%-12.4pp | 21.49%-10.1pp | 318.61%-307.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $968 | $2,802-65.5% | $3,924-75.3% | $3,952-75.5% |
| Admin fee / account holder | $4,932 | $4,643+6.2% | $6,876-28.3% | $6,261-21.2% |