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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 | $28,115 | $37,446-24.9% | $77,513-63.7% | $79,852-64.8% |
| Participation rate | 45.5% | 41.5%+3.9pp | 54.2%-8.7pp | 69.6%-24.2pp |
| Annual return | 14.54% | 39.76%-25.2pp | 54.81%-40.3pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,076 | $1,261-14.7% | $1,861-42.2% | $3,740-71.2% |
| Admin fee / account holder | $857 | $2,506-65.8% | $2,859-70.0% | $5,306-83.8% |