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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 | $11,738 | $32,037-63.4% | $69,182-83.0% | $62,881-81.3% |
| Participation rate | 55.2% | 43.4%+11.8pp | 55.1%+0.1pp | 69.3%-14.1pp |
| Annual return | 8.97% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,172 | $1,185-1.1% | $1,897-38.2% | $3,203-63.4% |
| Admin fee / account holder | $333 | $2,608-87.2% | $2,697-87.7% | $4,296-92.3% |