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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 | $18,701 | $32,037-41.6% | $69,182-73.0% | $62,881-70.3% |
| Participation rate | 58.1% | 43.4%+14.6pp | 55.1%+2.9pp | 69.3%-11.2pp |
| Annual return | 6.09% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $711 | $1,185-40.0% | $1,897-62.5% | $3,203-77.8% |
| Admin fee / account holder | $950 | $2,608-63.6% | $2,697-64.8% | $4,296-77.9% |