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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 | $9,483 | $30,732-69.1% | $59,496-84.1% | $59,633-84.1% |
| Participation rate | 32.1% | 43.2%-11.1pp | 54.6%-22.4pp | 68.7%-36.5pp |
| Annual return | 1.16% | 4.47%-3.3pp | 182.05%-180.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $671 | $1,183-43.3% | $1,829-63.3% | $3,192-79.0% |
| Admin fee / account holder | $2,312 | $2,136+8.2% | $2,232+3.6% | $4,297-46.2% |