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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 | $14,433 | $37,446-61.5% | $77,552-81.4% | $79,856-81.9% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 11.30% | 39.76%-28.5pp | 54.82%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $64 | $637-89.9% | $987-93.5% | $2,471-97.4% |
| Participant deferral / active EE | $504 | $1,261-60.0% | $1,861-72.9% | $3,741-86.5% |
| Admin fee / account holder | $984 | $2,506-60.7% | $2,859-65.6% | $5,306-81.5% |