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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 | $5,213 | $36,948-85.9% | $73,658-92.9% | $87,485-94.0% |
| Participation rate | 45.8% | 46.8%-1.1pp | 57.0%-11.3pp | 68.9%-23.2pp |
| Annual return | 23.12% | 28.64%-5.5pp | 29.72%-6.6pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $607 | $1,379-56.0% | $2,062-70.6% | $4,274-85.8% |
| Admin fee / account holder | $301 | $2,531-88.1% | $3,357-91.0% | $7,775-96.1% |