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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 | $25,666 | $49,177-47.8% | $79,467-67.7% | $64,173-60.0% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.3%-61.2pp | 69.6%-57.4pp |
| Annual return | 7.64% | -1.16%+8.8pp | 718.30%-710.7pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,667 | $2,821-5.5% | $3,704-28.0% | $3,470-23.1% |
| Admin fee / account holder | $27,177 | $3,839+607.9% | $5,104+432.4% | $4,887+456.1% |