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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 | $32,033 | $35,183-9.0% | $73,550-56.4% | $70,126-54.3% |
| Participation rate | 18.0% | 42.9%-25.0pp | 54.9%-36.9pp | 69.5%-51.6pp |
| Annual return | 16.59% | 26.90%-10.3pp | -15.16%+31.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $743 | $1,220-39.1% | $1,804-58.8% | $3,332-77.7% |
| Admin fee / account holder | $408 | $2,302-82.3% | $2,320-82.4% | $4,645-91.2% |