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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 | $28,991 | $58,275-50.3% | $81,844-64.6% | $80,935-64.2% |
| Participation rate | 32.1% | 63.5%-31.3pp | 72.4%-40.2pp | 67.7%-35.5pp |
| Annual return | 12.07% | 41.82%-29.7pp | 778.87%-766.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $280 | $2,346-88.1% | $2,916-90.4% | $2,757-89.8% |
| Participant deferral / active EE | $984 | $3,285-70.1% | $4,323-77.2% | $4,299-77.1% |
| Admin fee / account holder | $381 | $4,749-92.0% | $7,355-94.8% | $6,924-94.5% |