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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 | $17,156 | $61,125-71.9% | $94,057-81.8% | $87,485-80.4% |
| Participation rate | 43.7% | 64.1%-20.4pp | 73.3%-29.7pp | 68.9%-25.3pp |
| Annual return | 15.44% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,240 | $3,260-62.0% | $4,709-73.7% | $4,274-71.0% |
| Admin fee / account holder | $776 | $5,629-86.2% | $7,244-89.3% | $7,775-90.0% |