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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 | $19,816 | $107,809-81.6% | $97,032-79.6% | $155,188-87.2% |
| Participation rate | 47.1% | 75.5%-28.4pp | 71.6%-24.5pp | 80.8%-33.7pp |
| Annual return | 12.10% | 38.06%-26.0pp | 35.38%-23.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $959 | $5,129-81.3% | $4,672-79.5% | $6,531-85.3% |
| Admin fee / account holder | $879 | $10,717-91.8% | $9,418-90.7% | $14,480-93.9% |