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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 | $9,286 | $37,446-75.2% | $77,552-88.0% | $79,856-88.4% |
| Participation rate | 67.7% | 41.5%+26.2pp | 54.2%+13.6pp | 69.6%-1.9pp |
| Annual return | 19.17% | 39.76%-20.6pp | 54.82%-35.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,141 | $1,261-9.5% | $1,861-38.7% | $3,741-69.5% |
| Admin fee / account holder | $465 | $2,506-81.5% | $2,859-83.8% | $5,306-91.2% |