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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 | $28,141 | $36,595-23.1% | $88,179-68.1% | $71,012-60.4% |
| Participation rate | 3.4% | 29.2%-25.8pp | 69.1%-65.8pp | 58.6%-55.2pp |
| Annual return | 17.70% | 61.46%-43.8pp | 64.97%-47.3pp | 37.67%-20.0pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $158 | $1,195-86.8% | $4,614-96.6% | $3,246-95.1% |
| Admin fee / account holder | $4,314 | $2,755+56.6% | $7,673-43.8% | $1,167+269.6% |