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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 | $40,793 | $88,996-54.2% | $78,004-47.7% | $138,895-70.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.4%-31.9pp | 79.9%-42.4pp |
| Annual return | 11.40% | 28.03%-16.6pp | 31.07%-19.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $427 | $2,917-85.4% | $2,469-82.7% | $4,194-89.8% |
| Participant deferral / active EE | $3,037 | $4,724-35.7% | $4,092-25.8% | $6,396-52.5% |
| Admin fee / account holder | $51,037 | $8,807+479.5% | $7,578+573.5% | $12,562+306.3% |