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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 | $43,492 | $35,183+23.6% | $73,545-40.9% | $70,124-38.0% |
| Participation rate | 28.1% | 42.9%-14.8pp | 54.9%-26.8pp | 69.5%-41.4pp |
| Annual return | 19.87% | 26.90%-7.0pp | -15.16%+35.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $785 | $1,220-35.6% | $1,806-56.5% | $3,332-76.4% |
| Admin fee / account holder | $538 | $2,302-76.6% | $2,320-76.8% | $4,645-88.4% |