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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 | $27,654 | $29,736-7.0% | $56,033-50.6% | $80,935-65.8% |
| Participation rate | 20.5% | 41.7%-21.2pp | 52.5%-32.0pp | 67.7%-47.1pp |
| Annual return | 13.63% | 35.28%-21.6pp | 1711.38%-1697.7pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,287 | $1,228+4.8% | $1,954-34.1% | $4,299-70.1% |
| Admin fee / account holder | $488 | $2,434-79.9% | $2,827-82.7% | $6,924-92.9% |