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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 | $27,593 | $94,439-70.8% | $73,658-62.5% | $154,746-82.2% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 7.95% | 28.25%-20.3pp | 29.72%-21.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $833 | $2,527-67.1% | $2,062-59.6% | $6,730-87.6% |
| Admin fee / account holder | $3,678 | $3,843-4.3% | $3,357+9.6% | $14,365-74.4% |