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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 | $16,500 | $99,053-83.3% | $88,179-81.3% | $138,895-88.1% |
| Participation rate | 13.3% | 74.2%-60.9pp | 69.1%-55.8pp | 79.9%-66.6pp |
| Annual return | 11.39% | 78.17%-66.8pp | 64.97%-53.6pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,173 | $5,225-77.5% | $4,614-74.6% | $6,396-81.7% |
| Admin fee / account holder | $19,016 | $8,748+117.4% | $7,673+147.8% | $12,562+51.4% |