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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 | $10,775 | $40,263-73.2% | $57,347-81.2% | $59,632-81.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.8pp | 68.7%-35.3pp |
| Annual return | -0.69% | 27.50%-28.2pp | 24.40%-25.1pp | 2041.32%-2042.0pp |
| Employer contribution / active EE | $303 | $1,922-84.2% | $2,689-88.7% | $2,203-86.2% |
| Participant deferral / active EE | $740 | $2,400-69.2% | $3,162-76.6% | $3,192-76.8% |
| Admin fee / account holder | $2,799 | $2,819-0.7% | $3,356-16.6% | $4,297-34.9% |