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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 | $28,117 | $37,436-24.9% | $77,513-63.7% | $79,858-64.8% |
| Participation rate | 19.6% | 41.5%-22.0pp | 54.2%-34.6pp | 69.6%-50.1pp |
| Annual return | 10.46% | 39.75%-29.3pp | 54.81%-44.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,641 | $1,261+30.2% | $1,861-11.8% | $3,740-56.1% |
| Admin fee / account holder | $1,889 | $2,505-24.6% | $2,859-33.9% | $5,306-64.4% |