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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 | $12,870 | $64,920-80.2% | $103,693-87.6% | $86,983-85.2% |
| Participation rate | 25.0% | 63.6%-38.6pp | 72.6%-47.6pp | 69.5%-44.5pp |
| Annual return | 19.28% | 30.29%-11.0pp | 47.61%-28.3pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $866 | $3,241-73.3% | $4,579-81.1% | $4,194-79.4% |
| Admin fee / account holder | $340 | $6,191-94.5% | $7,858-95.7% | $7,856-95.7% |