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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 | $37,156-75.9% | $83,854-89.3% | $86,983-89.7% |
| Participation rate | 12.5% | 49.1%-36.6pp | 59.1%-46.6pp | 69.5%-57.0pp |
| Annual return | 16.92% | 29.88%-13.0pp | 31.39%-14.5pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,268 | $1,418-10.6% | $2,035-37.7% | $4,194-69.8% |
| Admin fee / account holder | $6,276 | $2,510+150.0% | $3,197+96.3% | $7,856-20.1% |