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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 | $7,487 | $36,948-79.7% | $73,658-89.8% | $87,485-91.4% |
| Participation rate | 25.0% | 46.8%-21.8pp | 57.0%-32.0pp | 68.9%-43.9pp |
| Annual return | 18.88% | 28.64%-9.8pp | 29.72%-10.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,908 | $1,379+38.3% | $2,062-7.5% | $4,274-55.4% |
| Admin fee / account holder | $322 | $2,531-87.3% | $3,357-90.4% | $7,775-95.9% |