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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 | $18,979 | $87,542-78.3% | $75,782-75.0% | $125,393-84.9% |
| Participation rate | 12.5% | 80.2%-67.7pp | 75.8%-63.3pp | 83.2%-70.7pp |
| Annual return | -0.96% | 13.48%-14.4pp | 9.68%-10.6pp | 282.23%-283.2pp |
| Employer contribution / active EE | $148 | $3,930-96.2% | $3,323-95.5% | $4,866-97.0% |
| Participant deferral / active EE | $1,560 | $4,229-63.1% | $3,652-57.3% | $5,351-70.8% |
| Admin fee / account holder | $92,175 | $6,502+1317.6% | $5,300+1639.3% | $9,541+866.1% |