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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 | $26,606 | $94,439-71.8% | $73,658-63.9% | $154,746-82.8% |
| Participation rate | 35.7% | 64.7%-29.0pp | 57.0%-21.3pp | 80.7%-45.0pp |
| Annual return | 14.19% | 28.25%-14.1pp | 29.72%-15.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,138 | $2,527-55.0% | $2,062-44.8% | $6,730-83.1% |
| Admin fee / account holder | $576 | $3,843-85.0% | $3,357-82.8% | $14,365-96.0% |