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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 | $14,498 | $57,140-74.6% | $85,240-83.0% | $80,959-82.1% |
| Participation rate | 47.2% | 56.4%-9.2pp | 67.5%-20.4pp | 67.7%-20.5pp |
| Annual return | 17.83% | 21.71%-3.9pp | 66.75%-48.9pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,514 | $3,115+173.3% | $4,527+88.1% | $4,300+98.0% |
| Admin fee / account holder | $9,838 | $4,992+97.1% | $6,165+59.6% | $6,925+42.1% |