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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 | $12,952 | $47,848-72.9% | $81,473-84.1% | $70,126-81.5% |
| Participation rate | 35.0% | 58.3%-23.3pp | 68.0%-33.0pp | 69.5%-34.5pp |
| Annual return | 14.97% | 27.25%-12.3pp | 38.78%-23.8pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $762 | $2,453-68.9% | $3,537-78.4% | $3,332-77.1% |
| Admin fee / account holder | $606 | $3,145-80.7% | $4,561-86.7% | $4,645-87.0% |