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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 | $20,408 | $94,439-78.4% | $73,658-72.3% | $154,746-86.8% |
| Participation rate | 9.1% | 64.7%-55.6pp | 57.0%-47.9pp | 80.7%-71.6pp |
| Annual return | 8.40% | 28.25%-19.9pp | 29.72%-21.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $736 | $2,527-70.9% | $2,062-64.3% | $6,730-89.1% |
| Admin fee / account holder | $21,996 | $3,843+472.4% | $3,357+555.3% | $14,365+53.1% |