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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 | $40,717 | $36,948+10.2% | $73,658-44.7% | $87,485-53.5% |
| Participation rate | 13.3% | 46.8%-33.5pp | 57.0%-43.7pp | 68.9%-55.6pp |
| Annual return | 16.11% | 28.64%-12.5pp | 29.72%-13.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $310 | $1,379-77.5% | $2,062-85.0% | $4,274-92.7% |
| Admin fee / account holder | $2,845 | $2,531+12.4% | $3,357-15.2% | $7,775-63.4% |