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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 | $28,028 | $35,183-20.3% | $73,550-61.9% | $70,126-60.0% |
| Participation rate | 18.3% | 42.9%-24.6pp | 54.9%-36.6pp | 69.5%-51.2pp |
| Annual return | 16.38% | 26.90%-10.5pp | -15.16%+31.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $78 | $709-89.0% | $1,219-93.6% | $2,343-96.7% |
| Participant deferral / active EE | $578 | $1,220-52.6% | $1,804-67.9% | $3,332-82.6% |
| Admin fee / account holder | $2,850 | $2,302+23.8% | $2,320+22.9% | $4,645-38.7% |