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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 | $15,845 | $91,179-82.6% | $178,499-91.1% | $79,852-80.2% |
| Participation rate | 31.7% | 69.2%-37.5pp | 81.9%-50.3pp | 69.6%-38.0pp |
| Annual return | 12.83% | 24.19%-11.4pp | 151.10%-138.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,405 | $3,236-25.7% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $1,630 | $6,749-75.8% | $13,986-88.3% | $5,306-69.3% |