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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 | $13,772 | $39,132-64.8% | $57,196-75.9% | $62,881-78.1% |
| Participation rate | 19.2% | 70.5%-51.2pp | 75.3%-56.1pp | 69.3%-50.1pp |
| Annual return | 92.71% | 9.24%+83.5pp | 14.59%+78.1pp | 20.14%+72.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $880 | $2,374-62.9% | $3,096-71.6% | $3,203-72.5% |
| Admin fee / account holder | $359 | $2,594-86.2% | $3,141-88.6% | $4,296-91.6% |