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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 | $16,693 | $57,073-70.8% | $85,126-80.4% | $80,925-79.4% |
| Participation rate | 15.2% | 56.4%-41.2pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | 26.61% | 21.69%+4.9pp | 66.63%-40.0pp | 35.65%-9.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,219 | $3,113-60.8% | $4,523-73.0% | $4,299-71.6% |
| Admin fee / account holder | $2,896 | $4,988-41.9% | $6,160-53.0% | $6,940-58.3% |