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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 | $27,205 | $29,051-6.4% | $52,425-48.1% | $67,986-60.0% |
| Participation rate | 40.0% | 30.4%+9.6pp | 55.6%-15.6pp | 57.2%-17.2pp |
| Annual return | 15.22% | 24.00%-8.8pp | 302.12%-286.9pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $614 | $873-29.7% | $1,790-65.7% | $3,358-81.7% |
| Admin fee / account holder | $765 | $2,113-63.8% | $2,495-69.3% | $3,203-76.1% |