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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 | $42,794 | $36,948+15.8% | $73,658-41.9% | $87,485-51.1% |
| Participation rate | 15.7% | 46.8%-31.1pp | 57.0%-41.4pp | 68.9%-53.2pp |
| Annual return | 14.26% | 28.64%-14.4pp | 29.72%-15.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $559 | $1,379-59.4% | $2,062-72.9% | $4,274-86.9% |
| Admin fee / account holder | $3,640 | $2,531+43.8% | $3,357+8.4% | $7,775-53.2% |