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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 | $53,378 | $58,828-9.3% | $78,002-31.6% | $62,881-15.1% |
| Participation rate | 35.4% | 71.1%-35.7pp | 75.5%-40.2pp | 69.3%-33.9pp |
| Annual return | 6.32% | 17.16%-10.8pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $44 | $1,672-97.4% | $2,470-98.2% | $2,281-98.1% |
| Participant deferral / active EE | $1,633 | $2,686-39.2% | $3,497-53.3% | $3,203-49.0% |
| Admin fee / account holder | $624 | $4,393-85.8% | $5,481-88.6% | $4,296-85.5% |