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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 | $13,415 | $36,948-63.7% | $73,658-81.8% | $87,485-84.7% |
| Participation rate | 18.4% | 46.8%-28.5pp | 57.0%-38.7pp | 68.9%-50.6pp |
| Annual return | 58.94% | 28.64%+30.3pp | 29.72%+29.2pp | 26.06%+32.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $483 | $1,379-64.9% | $2,062-76.6% | $4,274-88.7% |
| Admin fee / account holder | $1,454 | $2,531-42.6% | $3,357-56.7% | $7,775-81.3% |