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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 | $15,466 | $36,948-58.1% | $73,658-79.0% | $87,485-82.3% |
| Participation rate | 17.9% | 46.8%-28.9pp | 57.0%-39.1pp | 68.9%-51.0pp |
| Annual return | 15.96% | 28.64%-12.7pp | 29.72%-13.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $543 | $1,379-60.7% | $2,062-73.7% | $4,274-87.3% |
| Admin fee / account holder | $324 | $2,531-87.2% | $3,357-90.3% | $7,775-95.8% |