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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 | $4,368 | $36,948-88.2% | $73,658-94.1% | $87,485-95.0% |
| Participation rate | 68.0% | 46.8%+21.2pp | 57.0%+11.0pp | 68.9%-0.9pp |
| Annual return | 14.65% | 28.64%-14.0pp | 29.72%-15.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,155 | $1,379-16.2% | $2,062-44.0% | $4,274-73.0% |
| Admin fee / account holder | $565 | $2,531-77.7% | $3,357-83.2% | $7,775-92.7% |