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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 | $12,618 | $33,067-61.8% | $76,518-83.5% | $56,287-77.6% |
| Participation rate | 55.8% | 55.4%+0.4pp | 68.0%-12.2pp | 69.9%-14.1pp |
| Annual return | 8.72% | 2.72%+6.0pp | -0.27%+9.0pp | -9.96%+18.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,744 | $2,240-22.1% | $3,836-54.5% | $3,350-47.9% |
| Admin fee / account holder | $450 | $537-16.2% | $4,849-90.7% | $521-13.6% |