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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 | $9,660 | $37,446-74.2% | $77,552-87.5% | $79,856-87.9% |
| Participation rate | 31.5% | 41.5%-10.0pp | 54.2%-22.7pp | 69.6%-38.2pp |
| Annual return | 13.10% | 39.76%-26.7pp | 54.82%-41.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $392 | $1,261-68.9% | $1,861-79.0% | $3,741-89.5% |
| Admin fee / account holder | $1,766 | $2,506-29.5% | $2,859-38.2% | $5,306-66.7% |