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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 | $35,694 | $32,037+11.4% | $69,182-48.4% | $62,881-43.2% |
| Participation rate | 48.5% | 43.4%+5.1pp | 55.1%-6.6pp | 69.3%-20.8pp |
| Annual return | 6.13% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $457 | $1,185-61.5% | $1,897-75.9% | $3,203-85.7% |
| Admin fee / account holder | $8,621 | $2,608+230.5% | $2,697+219.7% | $4,296+100.7% |