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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 | $14,152 | $100,970-86.0% | $96,576-85.3% | $137,256-89.7% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 21.47% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,092 | $8,286+94.2% | $7,956+102.2% | $6,407+151.2% |
| Admin fee / account holder | $2,611 | $11,312-76.9% | $11,381-77.1% | $12,270-78.7% |