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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 | $15,516 | $35,183-55.9% | $73,550-78.9% | $70,126-77.9% |
| Participation rate | 15.9% | 42.9%-27.0pp | 54.9%-39.0pp | 69.5%-53.6pp |
| Annual return | 19.70% | 26.90%-7.2pp | -15.16%+34.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $490 | $1,220-59.9% | $1,804-72.9% | $3,332-85.3% |
| Admin fee / account holder | $524 | $2,302-77.2% | $2,320-77.4% | $4,645-88.7% |