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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 | $33,644 | $32,037+5.0% | $69,182-51.4% | $62,881-46.5% |
| Participation rate | 25.0% | 43.4%-18.4pp | 55.1%-30.1pp | 69.3%-44.3pp |
| Annual return | 7.01% | 15.16%-8.2pp | -21.93%+28.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $803 | $1,185-32.3% | $1,897-57.7% | $3,203-74.9% |
| Admin fee / account holder | $354 | $2,608-86.4% | $2,697-86.9% | $4,296-91.8% |