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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 | $12,789 | $45,050-71.6% | $63,018-79.7% | $70,126-81.8% |
| Participation rate | 39.7% | 69.5%-29.9pp | 74.8%-35.1pp | 69.5%-29.9pp |
| Annual return | 18.28% | 18.76%-0.5pp | 87.62%-69.3pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $938 | $2,466-62.0% | $3,330-71.8% | $3,332-71.9% |
| Admin fee / account holder | $587 | $2,834-79.3% | $3,601-83.7% | $4,645-87.4% |