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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 | $12,843 | $35,183-63.5% | $73,550-82.5% | $70,126-81.7% |
| Participation rate | 28.9% | 42.9%-14.0pp | 54.9%-26.0pp | 69.5%-40.6pp |
| Annual return | 18.71% | 26.90%-8.2pp | -15.16%+33.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $949 | $1,220-22.2% | $1,804-47.4% | $3,332-71.5% |
| Admin fee / account holder | $1,657 | $2,302-28.0% | $2,320-28.6% | $4,645-64.3% |