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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 | $8,972 | $25,979-65.5% | $71,755-87.5% | $68,486-86.9% |
| Participation rate | 14.0% | 54.5%-40.5pp | 62.3%-48.4pp | 67.9%-53.9pp |
| Annual return | 6.13% | -15.10%+21.2pp | 9.09%-3.0pp | -7.85%+14.0pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $799 | $1,522-47.5% | $2,656-69.9% | $4,028-80.2% |
| Admin fee / account holder | $2,867 | $2,022+41.8% | $3,972-27.8% | $5,404-46.9% |