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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 | $13,363 | $32,037-58.3% | $69,182-80.7% | $62,881-78.7% |
| Participation rate | 52.5% | 43.4%+9.1pp | 55.1%-2.6pp | 69.3%-16.8pp |
| Annual return | 9.00% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,649 | $1,185+39.1% | $1,897-13.1% | $3,203-48.5% |
| Admin fee / account holder | $3,343 | $2,608+28.2% | $2,697+24.0% | $4,296-22.2% |