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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 | $12,731 | $45,043-71.7% | $63,005-79.8% | $70,124-81.8% |
| Participation rate | 41.8% | 69.5%-27.7pp | 74.8%-33.0pp | 69.5%-27.8pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.59%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,655 | $2,466-32.9% | $3,329-50.3% | $3,332-50.3% |
| Admin fee / account holder | $550 | $2,833-80.6% | $3,599-84.7% | $4,645-88.2% |