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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 | $33,698 | $77,908-56.7% | $149,696-77.5% | $75,173-55.2% |
| Participation rate | 31.6% | 65.6%-34.0pp | 78.8%-47.2pp | 67.2%-35.6pp |
| Annual return | 16.65% | 31.73%-15.1pp | 134.46%-117.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $247 | $3,138-92.1% | $4,821-94.9% | $2,671-90.8% |
| Participant deferral / active EE | $2,096 | $3,411-38.6% | $5,682-63.1% | $4,126-49.2% |
| Admin fee / account holder | $399 | $5,950-93.3% | $13,212-97.0% | $5,651-92.9% |