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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 | $41,608 | $92,766-55.1% | $82,763-49.7% | $134,545-69.1% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | 0.66% | 946.97%-946.3pp | 702.45%-701.8pp | 418.37%-417.7pp |
| Employer contribution / active EE | $190 | $3,273-94.2% | $3,008-93.7% | $4,742-96.0% |
| Participant deferral / active EE | $1,665 | $4,802-65.3% | $4,395-62.1% | $6,401-74.0% |
| Admin fee / account holder | $358 | $5,978-94.0% | $5,325-93.3% | $11,431-96.9% |