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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 | $21,488 | $39,132-45.1% | $57,196-62.4% | $62,881-65.8% |
| Participation rate | 7.7% | 70.5%-62.8pp | 75.3%-67.6pp | 69.3%-61.6pp |
| Annual return | 6.87% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $752 | $2,374-68.3% | $3,096-75.7% | $3,203-76.5% |
| Admin fee / account holder | $6,804 | $2,594+162.3% | $3,141+116.7% | $4,296+58.4% |