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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 | $24,573 | $41,377-40.6% | $109,313-77.5% | $62,881-60.9% |
| Participation rate | 38.7% | 57.5%-18.8pp | 71.3%-32.6pp | 69.3%-30.6pp |
| Annual return | 7.47% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $76 | $1,276-94.0% | $3,892-98.0% | $2,281-96.7% |
| Participant deferral / active EE | $1,442 | $2,045-29.5% | $3,166-54.5% | $3,203-55.0% |
| Admin fee / account holder | $493 | $2,884-82.9% | $5,666-91.3% | $4,296-88.5% |