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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 | $36,701 | $48,300-24.0% | $40,145,923-99.9% | $62,881-41.6% |
| Participation rate | 28.6% | 62.0%-33.5pp | 68.4%-39.8pp | 69.3%-40.7pp |
| Annual return | 7.98% | 6.95%+1.0pp | 5.24%+2.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $210 | $1,333-84.2% | $1,844-88.6% | $2,281-90.8% |
| Participant deferral / active EE | $899 | $2,388-62.3% | $2,591-65.3% | $3,203-71.9% |
| Admin fee / account holder | $343 | $2,919-88.3% | $2,903-88.2% | $4,296-92.0% |