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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 | $21,917 | $37,446-41.5% | $77,513-71.7% | $79,852-72.6% |
| Participation rate | 38.8% | 41.5%-2.8pp | 54.2%-15.4pp | 69.6%-30.9pp |
| Annual return | 11.25% | 39.76%-28.5pp | 54.81%-43.6pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $972 | $1,261-22.9% | $1,861-47.8% | $3,740-74.0% |
| Admin fee / account holder | $905 | $2,506-63.9% | $2,859-68.3% | $5,306-82.9% |