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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 | $34,504 | $36,002-4.2% | $161,489-78.6% | $64,728-46.7% |
| Participation rate | 8.0% | 57.4%-49.5pp | 78.7%-70.7pp | 57.9%-49.9pp |
| Annual return | 11.17% | 33.93%-22.8pp | 89.72%-78.6pp | 49.38%-38.2pp |
| Employer contribution / active EE | $233 | $1,380-83.1% | $4,268-94.5% | $2,243-89.6% |
| Participant deferral / active EE | $610 | $1,815-66.4% | $5,630-89.2% | $2,729-77.7% |
| Admin fee / account holder | $2,802 | $931+201.1% | $16,006-82.5% | $1,145+144.7% |