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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 | $14,922 | $84,518-82.3% | $67,704-78.0% | $125,389-88.1% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | 0.56% | 2.57%-2.0pp | 25.41%-24.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,161 | $4,430-51.2% | $3,585-39.7% | $5,352-59.6% |
| Admin fee / account holder | $1,724 | $5,340-67.7% | $4,255-59.5% | $9,541-81.9% |