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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 | $24,616 | $32,037-23.2% | $69,182-64.4% | $62,881-60.9% |
| Participation rate | 34.0% | 43.4%-9.5pp | 55.1%-21.2pp | 69.3%-35.3pp |
| Annual return | 9.09% | 15.16%-6.1pp | -21.93%+31.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $615 | $1,185-48.1% | $1,897-67.6% | $3,203-80.8% |
| Admin fee / account holder | $610 | $2,608-76.6% | $2,697-77.4% | $4,296-85.8% |