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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 | $19,105 | $45,438-58.0% | $80,004-76.1% | $59,633-68.0% |
| Participation rate | 35.7% | 63.7%-28.0pp | 73.0%-37.3pp | 68.7%-33.0pp |
| Annual return | -1.71% | 5.10%-6.8pp | 7.63%-9.3pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $105 | $1,236-91.5% | $2,473-95.8% | $2,203-95.2% |
| Participant deferral / active EE | $909 | $2,231-59.3% | $3,204-71.6% | $3,192-71.5% |
| Admin fee / account holder | $6,039 | $3,464+74.3% | $5,033+20.0% | $4,297+40.5% |