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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 | $36,140-24.7% | $73,658-63.1% | $64,340-57.7% |
| Participation rate | 40.0% | 31.0%+9.0pp | 57.0%-17.0pp | 55.2%-15.2pp |
| Annual return | 15.22% | 21.48%-6.3pp | 29.72%-14.5pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $614 | $1,023-40.0% | $2,062-70.2% | $2,980-79.4% |
| Admin fee / account holder | $765 | $2,513-69.6% | $3,357-77.2% | $3,703-79.3% |