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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 | $11,934 | $94,439-87.4% | $73,658-83.8% | $154,746-92.3% |
| Participation rate | 14.3% | 64.7%-50.4pp | 57.0%-42.8pp | 80.7%-66.4pp |
| Annual return | 0.51% | 28.25%-27.7pp | 29.72%-29.2pp | 172.34%-171.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $811 | $2,527-67.9% | $2,062-60.7% | $6,730-88.0% |
| Admin fee / account holder | $1,614 | $3,843-58.0% | $3,357-51.9% | $14,365-88.8% |