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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 | $16,093 | $32,037-49.8% | $69,182-76.7% | $62,881-74.4% |
| Participation rate | 37.8% | 43.4%-5.6pp | 55.1%-17.3pp | 69.3%-31.5pp |
| Annual return | 8.26% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $522 | $1,185-56.0% | $1,897-72.5% | $3,203-83.7% |
| Admin fee / account holder | $489 | $2,608-81.2% | $2,697-81.9% | $4,296-88.6% |