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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 | $39,477 | $65,712-39.9% | $57,196-31.0% | $273,972-85.6% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 8.05% | 22.01%-14.0pp | 14.59%-6.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $26 | $3,280-99.2% | $2,683-99.0% | $4,869-99.5% |
| Participant deferral / active EE | $1,550 | $3,782-59.0% | $3,096-49.9% | $5,287-70.7% |
| Admin fee / account holder | $726 | $4,838-85.0% | $3,141-76.9% | $10,133-92.8% |