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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 | $29,238 | $27,800+5.2% | $58,544-50.1% | $71,495-59.1% |
| Participation rate | 8.4% | 34.6%-26.2pp | 50.9%-42.5pp | 67.9%-59.6pp |
| Annual return | 17.62% | 26.80%-9.2pp | 4249.56%-4231.9pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $613 | $1,208-49.2% | $1,923-68.1% | $4,291-85.7% |
| Admin fee / account holder | $6,419 | $1,637+292.0% | $2,520+154.7% | $1,588+304.3% |