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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 | $25,551 | $54,573-53.2% | $90,970-71.9% | $73,497-65.2% |
| Participation rate | 36.9% | 61.2%-24.3pp | 69.0%-32.1pp | 70.7%-33.8pp |
| Annual return | 14.27% | 16.69%-2.4pp | 134.60%-120.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,497 | $2,517-40.5% | $3,373-55.6% | $3,740-60.0% |
| Admin fee / account holder | $1,206 | $521+131.2% | $5,961-79.8% | $513+135.0% |