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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 | $7,570 | $37,446-79.8% | $77,552-90.2% | $79,856-90.5% |
| Participation rate | 28.8% | 41.5%-12.7pp | 54.2%-25.3pp | 69.6%-40.8pp |
| Annual return | 11.62% | 39.76%-28.1pp | 54.82%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $42 | $637-93.4% | $987-95.7% | $2,471-98.3% |
| Participant deferral / active EE | $421 | $1,261-66.6% | $1,861-77.4% | $3,741-88.8% |
| Admin fee / account holder | $4,940 | $2,506+97.1% | $2,859+72.8% | $5,306-6.9% |