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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 | $34,282 | $32,037+7.0% | $69,182-50.4% | $62,881-45.5% |
| Participation rate | 10.3% | 43.4%-33.2pp | 55.1%-44.9pp | 69.3%-59.0pp |
| Annual return | 6.92% | 15.16%-8.2pp | -21.93%+28.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $732 | $1,185-38.2% | $1,897-61.4% | $3,203-77.1% |
| Admin fee / account holder | $1,864 | $2,608-28.5% | $2,697-30.9% | $4,296-56.6% |