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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 | $12,133 | $103,949-88.3% | $69,182-82.5% | $273,972-95.6% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 3.19% | 35.28%-32.1pp | -21.93%+25.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $898 | $2,716-66.9% | $1,897-52.7% | $5,287-83.0% |
| Admin fee / account holder | $5,633 | $3,671+53.5% | $2,697+108.9% | $10,133-44.4% |