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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 | $14,667 | $81,358-82.0% | $155,556-90.6% | $80,959-81.9% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | 10.81% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,702 | $3,455-50.7% | $5,631-69.8% | $4,300-60.4% |
| Admin fee / account holder | $735 | $7,994-90.8% | $15,885-95.4% | $6,925-89.4% |