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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 | $26,392 | $64,920-59.3% | $103,693-74.5% | $86,983-69.7% |
| Participation rate | 12.4% | 63.6%-51.2pp | 72.6%-60.3pp | 69.5%-57.2pp |
| Annual return | 13.71% | 30.29%-16.6pp | 47.61%-33.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,089 | $3,241-66.4% | $4,579-76.2% | $4,194-74.0% |
| Admin fee / account holder | $3,333 | $6,191-46.2% | $7,858-57.6% | $7,856-57.6% |