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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 | $7,922 | $35,183-77.5% | $73,550-89.2% | $70,126-88.7% |
| Participation rate | 34.8% | 42.9%-8.1pp | 54.9%-20.1pp | 69.5%-34.7pp |
| Annual return | 18.58% | 26.90%-8.3pp | -15.16%+33.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $83 | $709-88.3% | $1,219-93.2% | $2,343-96.5% |
| Participant deferral / active EE | $459 | $1,220-62.4% | $1,804-74.6% | $3,332-86.2% |
| Admin fee / account holder | $332 | $2,302-85.6% | $2,320-85.7% | $4,645-92.9% |