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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 | $9,244 | $37,446-75.3% | $77,552-88.1% | $79,856-88.4% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.3pp | 69.6%-50.7pp |
| Annual return | 18.01% | 39.76%-21.7pp | 54.82%-36.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $792 | $1,261-37.2% | $1,861-57.4% | $3,741-78.8% |
| Admin fee / account holder | $555 | $2,506-77.9% | $2,859-80.6% | $5,306-89.5% |