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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 | $10,515 | $36,948-71.5% | $73,658-85.7% | $87,485-88.0% |
| Participation rate | 28.7% | 46.8%-18.1pp | 57.0%-28.3pp | 68.9%-40.2pp |
| Annual return | 18.96% | 28.64%-9.7pp | 29.72%-10.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $673 | $1,379-51.2% | $2,062-67.4% | $4,274-84.3% |
| Admin fee / account holder | $969 | $2,531-61.7% | $3,357-71.1% | $7,775-87.5% |