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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 | $17,922 | $94,439-81.0% | $73,658-75.7% | $154,746-88.4% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 18.58% | 28.25%-9.7pp | 29.72%-11.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $612 | $2,527-75.8% | $2,062-70.3% | $6,730-90.9% |
| Admin fee / account holder | $2,139 | $3,843-44.3% | $3,357-36.3% | $14,365-85.1% |