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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 | $10,534 | $49,976-78.9% | $66,674-84.2% | $82,637-87.3% |
| Participation rate | 37.5% | 63.1%-25.6pp | 73.7%-36.2pp | 68.1%-30.6pp |
| Annual return | 15.65% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,028 | $2,847-63.9% | $4,084-74.8% | $4,126-75.1% |
| Admin fee / account holder | $760 | $4,594-83.4% | $5,098-85.1% | $7,339-89.6% |