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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 | $9,102 | $57,061-84.0% | $85,063-89.3% | $80,911-88.8% |
| Participation rate | 40.5% | 56.3%-15.8pp | 67.5%-27.0pp | 67.6%-27.1pp |
| Annual return | 14.41% | 21.66%-7.3pp | 66.54%-52.1pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,095 | $3,110-32.7% | $4,523-53.7% | $4,297-51.3% |
| Admin fee / account holder | $3,851 | $4,986-22.8% | $6,155-37.4% | $6,935-44.5% |