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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 | $42,243 | $32,037+31.9% | $69,182-38.9% | $62,881-32.8% |
| Participation rate | 21.1% | 43.4%-22.4pp | 55.1%-34.1pp | 69.3%-48.3pp |
| Annual return | 4.91% | 15.16%-10.3pp | -21.93%+26.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $843 | $1,185-28.9% | $1,897-55.5% | $3,203-73.7% |
| Admin fee / account holder | $1,882 | $2,608-27.8% | $2,697-30.2% | $4,296-56.2% |