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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 | $30,544 | $31,388-2.7% | $73,550-58.5% | $62,293-51.0% |
| Participation rate | 15.8% | 39.9%-24.1pp | 54.9%-39.1pp | 69.5%-53.7pp |
| Annual return | 18.93% | 25.34%-6.4pp | -15.16%+34.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $595 | $1,028-42.1% | $1,804-67.0% | $3,169-81.2% |
| Admin fee / account holder | $520 | $299+73.6% | $2,320-77.6% | $479+8.4% |