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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 | $18,604 | $41,981-55.7% | $63,412-70.7% | $59,633-68.8% |
| Participation rate | 40.3% | 60.3%-20.0pp | 67.1%-26.8pp | 68.7%-28.3pp |
| Annual return | -0.59% | 13.04%-13.6pp | 4.04%-4.6pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $114 | $1,287-91.1% | $1,814-93.7% | $2,203-94.8% |
| Participant deferral / active EE | $851 | $2,002-57.5% | $2,496-65.9% | $3,192-73.4% |
| Admin fee / account holder | $9,245 | $3,509+163.4% | $3,753+146.3% | $4,297+115.1% |