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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 | $19,409 | $40,275-51.8% | $57,356-66.2% | $59,633-67.5% |
| Participation rate | 21.3% | 69.1%-47.8pp | 75.1%-53.8pp | 68.7%-47.4pp |
| Annual return | -0.20% | 27.52%-27.7pp | 24.41%-24.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $931 | $2,400-61.2% | $3,162-70.6% | $3,192-70.8% |
| Admin fee / account holder | $1,695 | $2,820-39.9% | $3,357-49.5% | $4,297-60.5% |