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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 | $30,046 | $91,179-67.0% | $178,499-83.2% | $79,852-62.4% |
| Participation rate | 21.4% | 69.2%-47.8pp | 81.9%-60.5pp | 69.6%-48.2pp |
| Annual return | 11.71% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $112 | $3,256-96.5% | $5,011-97.8% | $2,471-95.5% |
| Participant deferral / active EE | $1,042 | $3,236-67.8% | $5,202-80.0% | $3,740-72.1% |
| Admin fee / account holder | $5,613 | $6,749-16.8% | $13,986-59.9% | $5,306+5.8% |