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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 | $35,218 | $31,105+13.2% | $53,647-34.4% | $64,097-45.1% |
| Participation rate | 10.3% | 30.7%-20.4pp | 56.3%-46.0pp | 55.2%-44.9pp |
| Annual return | 17.28% | 22.54%-5.3pp | 358.33%-341.1pp | 34.64%-17.4pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $646 | $896-27.9% | $1,813-64.3% | $3,080-79.0% |
| Admin fee / account holder | $831 | $2,195-62.2% | $2,460-66.2% | $3,454-76.0% |