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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 | $27,051 | $35,183-23.1% | $73,545-63.2% | $70,124-61.4% |
| Participation rate | 51.3% | 42.9%+8.4pp | 54.9%-3.6pp | 69.5%-18.3pp |
| Annual return | 17.17% | 26.90%-9.7pp | -15.16%+32.3pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,517 | $1,220+24.4% | $1,806-16.0% | $3,332-54.5% |
| Admin fee / account holder | $343 | $2,302-85.1% | $2,320-85.2% | $4,645-92.6% |