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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 | $27,209 | $37,446-27.3% | $77,513-64.9% | $79,852-65.9% |
| Participation rate | 57.5% | 41.5%+16.0pp | 54.2%+3.3pp | 69.6%-12.1pp |
| Annual return | 13.24% | 39.76%-26.5pp | 54.81%-41.6pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,506 | $1,261+19.4% | $1,861-19.1% | $3,740-59.7% |
| Admin fee / account holder | $468 | $2,506-81.3% | $2,859-83.6% | $5,306-91.2% |