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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 | $11,754 | $60,442-80.6% | $96,754-87.9% | $87,485-86.6% |
| Participation rate | 55.3% | 58.7%-3.4pp | 70.3%-15.0pp | 68.9%-13.7pp |
| Annual return | 25.21% | 21.97%+3.2pp | 82.04%-56.8pp | 26.06%-0.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,777 | $3,280-15.3% | $4,758-41.6% | $4,274-35.0% |
| Admin fee / account holder | $1,851 | $5,069-63.5% | $8,905-79.2% | $7,775-76.2% |