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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 | $15,466 | $48,118-67.9% | $136,833-88.7% | $94,015-83.5% |
| Participation rate | 17.9% | 47.4%-29.4pp | 59.0%-41.1pp | 70.8%-52.9pp |
| Annual return | 15.96% | 14.65%+1.3pp | 35.32%-19.4pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $543 | $1,651-67.1% | $2,441-77.8% | $4,249-87.2% |
| Admin fee / account holder | $324 | $3,059-89.4% | $4,706-93.1% | $8,951-96.4% |