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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 | $36,261 | $48,284-24.9% | $67,524-46.3% | $80,911-55.2% |
| Participation rate | 30.2% | 66.4%-36.2pp | 72.9%-42.7pp | 67.6%-37.4pp |
| Annual return | 14.28% | 18.27%-4.0pp | 3519.41%-3505.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $292 | $2,021-85.6% | $2,734-89.3% | $2,756-89.4% |
| Participant deferral / active EE | $1,778 | $2,927-39.2% | $4,001-55.6% | $4,297-58.6% |
| Admin fee / account holder | $759 | $3,688-79.4% | $4,001-81.0% | $6,935-89.1% |