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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 | $12,501 | $64,920-80.7% | $103,693-87.9% | $86,983-85.6% |
| Participation rate | 10.5% | 63.6%-53.1pp | 72.6%-62.1pp | 69.5%-59.0pp |
| Annual return | 16.44% | 30.29%-13.8pp | 47.61%-31.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,317 | $3,241-59.3% | $4,579-71.2% | $4,194-68.6% |
| Admin fee / account holder | $1,063 | $6,191-82.8% | $7,858-86.5% | $7,856-86.5% |