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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 | $12,586 | $29,736-57.7% | $56,033-77.5% | $80,935-84.4% |
| Participation rate | 38.7% | 41.7%-3.0pp | 52.5%-13.8pp | 67.7%-29.0pp |
| Annual return | 26.29% | 35.28%-9.0pp | 1711.38%-1685.1pp | 35.66%-9.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,234 | $1,228+81.9% | $1,954+14.3% | $4,299-48.0% |
| Admin fee / account holder | $1,372 | $2,434-43.6% | $2,827-51.5% | $6,924-80.2% |