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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 | $17,793 | $103,949-82.9% | $69,182-74.3% | $273,972-93.5% |
| Participation rate | 38.5% | 67.4%-28.9pp | 55.1%-16.7pp | 83.0%-44.6pp |
| Annual return | 12.36% | 35.28%-22.9pp | -21.93%+34.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,285 | $2,716-52.7% | $1,897-32.3% | $5,287-75.7% |
| Admin fee / account holder | $705 | $3,671-80.8% | $2,697-73.9% | $10,133-93.0% |