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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 | $14,799 | $35,183-57.9% | $73,545-79.9% | $70,124-78.9% |
| Participation rate | 7.8% | 42.9%-35.1pp | 54.9%-47.1pp | 69.5%-61.7pp |
| Annual return | 19.55% | 26.90%-7.3pp | -15.16%+34.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $389 | $1,220-68.1% | $1,806-78.5% | $3,332-88.3% |
| Admin fee / account holder | $326 | $2,302-85.8% | $2,320-85.9% | $4,645-93.0% |