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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 | $15,047 | $32,037-53.0% | $69,182-78.2% | $62,881-76.1% |
| Participation rate | 66.1% | 43.4%+22.7pp | 55.1%+11.0pp | 69.3%-3.2pp |
| Annual return | 6.45% | 15.16%-8.7pp | -21.93%+28.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,737 | $1,185+46.6% | $1,897-8.4% | $3,203-45.8% |
| Admin fee / account holder | $1,499 | $2,608-42.5% | $2,697-44.4% | $4,296-65.1% |