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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 | $21,392 | $36,948-42.1% | $73,658-71.0% | $87,485-75.5% |
| Participation rate | 11.5% | 46.8%-35.3pp | 57.0%-45.5pp | 68.9%-57.4pp |
| Annual return | 17.24% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $486 | $1,379-64.8% | $2,062-76.4% | $4,274-88.6% |
| Admin fee / account holder | $14,403 | $2,531+469.1% | $3,357+329.1% | $7,775+85.2% |