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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 | $35,269 | $35,183+0.2% | $73,550-52.0% | $70,126-49.7% |
| Participation rate | 12.1% | 42.9%-30.8pp | 54.9%-42.8pp | 69.5%-57.4pp |
| Annual return | 19.88% | 26.90%-7.0pp | -15.16%+35.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $493 | $1,220-59.6% | $1,804-72.7% | $3,332-85.2% |
| Admin fee / account holder | $1,065 | $2,302-53.8% | $2,320-54.1% | $4,645-77.1% |