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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 | $56,564 | $94,439-40.1% | $73,658-23.2% | $154,746-63.4% |
| Participation rate | 11.1% | 64.7%-53.6pp | 57.0%-45.9pp | 80.7%-69.6pp |
| Annual return | 17.99% | 28.25%-10.3pp | 29.72%-11.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $800 | $2,527-68.3% | $2,062-61.2% | $6,730-88.1% |
| Admin fee / account holder | $575 | $3,843-85.0% | $3,357-82.9% | $14,365-96.0% |