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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 | $30,540 | $77,920-60.8% | $149,723-79.6% | $75,177-59.4% |
| Participation rate | 50.7% | 65.6%-14.9pp | 78.8%-28.1pp | 67.2%-16.5pp |
| Annual return | 13.73% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $361 | $3,138-88.5% | $4,821-92.5% | $2,671-86.5% |
| Participant deferral / active EE | $2,876 | $3,411-15.7% | $5,682-49.4% | $4,126-30.3% |
| Admin fee / account holder | $11,150 | $5,951+87.4% | $13,215-15.6% | $5,651+97.3% |