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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 | $21,513 | $35,183-38.9% | $73,550-70.7% | $70,126-69.3% |
| Participation rate | 14.3% | 42.9%-28.6pp | 54.9%-40.6pp | 69.5%-55.3pp |
| Annual return | 18.46% | 26.90%-8.4pp | -15.16%+33.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $871 | $1,220-28.6% | $1,804-51.7% | $3,332-73.8% |
| Admin fee / account holder | $1,343 | $2,302-41.7% | $2,320-42.1% | $4,645-71.1% |