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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 | $62,604 | $31,388+99.5% | $73,550-14.9% | $62,293+0.5% |
| Participation rate | 10.0% | 39.9%-29.9pp | 54.9%-44.9pp | 69.5%-59.5pp |
| Annual return | 14.77% | 25.34%-10.6pp | -15.16%+29.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $548 | $1,028-46.7% | $1,804-69.6% | $3,169-82.7% |
| Admin fee / account holder | $5,813 | $299+1841.7% | $2,320+150.6% | $479+1112.7% |