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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 | $23,001 | $103,949-77.9% | $69,182-66.8% | $273,972-91.6% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 6.77% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $92 | $2,716-96.6% | $1,897-95.2% | $5,287-98.3% |
| Admin fee / account holder | $688 | $3,671-81.3% | $2,697-74.5% | $10,133-93.2% |