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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 | $8,956 | $36,948-75.8% | $73,658-87.8% | $87,485-89.8% |
| Participation rate | 12.5% | 46.8%-34.3pp | 57.0%-44.5pp | 68.9%-56.4pp |
| Annual return | 16.92% | 28.64%-11.7pp | 29.72%-12.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,268 | $1,379-8.0% | $2,062-38.5% | $4,274-70.3% |
| Admin fee / account holder | $6,276 | $2,531+148.0% | $3,357+87.0% | $7,775-19.3% |