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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 | $9,900 | $35,183-71.9% | $73,550-86.5% | $70,126-85.9% |
| Participation rate | 60.7% | 42.9%+17.8pp | 54.9%+5.8pp | 69.5%-8.8pp |
| Annual return | 17.12% | 26.90%-9.8pp | -15.16%+32.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,242 | $1,220+1.8% | $1,804-31.2% | $3,332-62.7% |
| Admin fee / account holder | $1,015 | $2,302-55.9% | $2,320-56.2% | $4,645-78.1% |