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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 | $57,061-74.6% | $85,063-83.0% | $80,911-82.1% |
| Participation rate | 47.2% | 56.3%-9.2pp | 67.5%-20.3pp | 67.6%-20.5pp |
| Annual return | 17.83% | 21.66%-3.8pp | 66.54%-48.7pp | 35.63%-17.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,514 | $3,110+173.7% | $4,523+88.2% | $4,297+98.1% |
| Admin fee / account holder | $9,838 | $4,986+97.3% | $6,155+59.8% | $6,935+41.9% |