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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 | $31,079 | $37,446-17.0% | $77,552-59.9% | $79,856-61.1% |
| Participation rate | 60.4% | 41.5%+18.9pp | 54.2%+6.2pp | 69.6%-9.2pp |
| Annual return | 13.51% | 39.76%-26.2pp | 54.82%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,131 | $1,261-10.3% | $1,861-39.2% | $3,741-69.8% |
| Admin fee / account holder | $5,185 | $2,506+106.9% | $2,859+81.4% | $5,306-2.3% |