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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 | $21,308 | $36,948-42.3% | $73,658-71.1% | $87,485-75.6% |
| Participation rate | 10.0% | 46.8%-36.8pp | 57.0%-47.0pp | 68.9%-58.9pp |
| Annual return | 20.83% | 28.64%-7.8pp | 29.72%-8.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $646 | $1,379-53.2% | $2,062-68.7% | $4,274-84.9% |
| Admin fee / account holder | $4,811 | $2,531+90.1% | $3,357+43.3% | $7,775-38.1% |