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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 | $11,513 | $37,436-69.2% | $77,513-85.1% | $79,858-85.6% |
| Participation rate | 64.0% | 41.5%+22.5pp | 54.2%+9.8pp | 69.6%-5.6pp |
| Annual return | 16.18% | 39.75%-23.6pp | 54.81%-38.6pp | 31.72%-15.5pp |
| Employer contribution / active EE | $29 | $637-95.4% | $987-97.1% | $2,471-98.8% |
| Participant deferral / active EE | $661 | $1,261-47.5% | $1,861-64.5% | $3,740-82.3% |
| Admin fee / account holder | $1,028 | $2,505-59.0% | $2,859-64.0% | $5,306-80.6% |