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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 | $22,271 | $32,037-30.5% | $69,182-67.8% | $62,881-64.6% |
| Participation rate | 48.8% | 43.4%+5.4pp | 55.1%-6.3pp | 69.3%-20.5pp |
| Annual return | 7.35% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $979 | $1,185-17.4% | $1,897-48.4% | $3,203-69.4% |
| Admin fee / account holder | $570 | $2,608-78.1% | $2,697-78.9% | $4,296-86.7% |