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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 | $23,549 | $45,343-48.1% | $150,298-84.3% | $67,986-65.4% |
| Participation rate | 11.7% | 51.9%-40.1pp | 77.8%-66.0pp | 57.2%-45.5pp |
| Annual return | 15.58% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $957 | $2,055-53.4% | $5,453-82.4% | $3,358-71.5% |
| Admin fee / account holder | $525 | $2,250-76.7% | $14,116-96.3% | $3,203-83.6% |