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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 | $16,887 | $40,275-58.1% | $57,356-70.6% | $59,633-71.7% |
| Participation rate | 41.0% | 69.1%-28.1pp | 75.1%-34.1pp | 68.7%-27.6pp |
| Annual return | 0.59% | 27.52%-26.9pp | 24.41%-23.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $17 | $1,921-99.1% | $2,689-99.4% | $2,203-99.2% |
| Participant deferral / active EE | $1,052 | $2,400-56.2% | $3,162-66.7% | $3,192-67.0% |
| Admin fee / account holder | $490 | $2,820-82.6% | $3,357-85.4% | $4,297-88.6% |