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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 | $12,922 | $45,050-71.3% | $63,018-79.5% | $70,126-81.6% |
| Participation rate | 35.9% | 69.5%-33.6pp | 74.8%-38.9pp | 69.5%-33.6pp |
| Annual return | 29.97% | 18.76%+11.2pp | 87.62%-57.6pp | 73.15%-43.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,358 | $2,466-44.9% | $3,330-59.2% | $3,332-59.2% |
| Admin fee / account holder | $3,478 | $2,834+22.7% | $3,601-3.4% | $4,645-25.1% |