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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 | $43,241 | $81,233-46.8% | $155,567-72.2% | $80,874-46.5% |
| Participation rate | 14.1% | 66.2%-52.1pp | 78.2%-64.1pp | 67.6%-53.5pp |
| Annual return | 14.66% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $97 | $3,101-96.9% | $4,674-97.9% | $2,756-96.5% |
| Participant deferral / active EE | $1,023 | $3,452-70.4% | $5,628-81.8% | $4,297-76.2% |
| Admin fee / account holder | $5,565 | $7,998-30.4% | $15,916-65.0% | $6,935-19.8% |