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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 | $16,999 | $65,685-74.1% | $57,181-70.3% | $273,965-93.8% |
| Participation rate | 37.5% | 78.3%-40.8pp | 75.3%-37.8pp | 83.0%-45.5pp |
| Annual return | 4.92% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,065 | $3,781-45.4% | $3,096-33.3% | $5,287-60.9% |
| Admin fee / account holder | $11,272 | $4,835+133.2% | $3,139+259.1% | $10,132+11.3% |