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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 | $31,105 | $58,828-47.1% | $78,002-60.1% | $62,881-50.5% |
| Participation rate | 63.5% | 71.1%-7.6pp | 75.5%-12.1pp | 69.3%-5.8pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $221 | $1,672-86.8% | $2,470-91.0% | $2,281-90.3% |
| Participant deferral / active EE | $1,265 | $2,686-52.9% | $3,497-63.8% | $3,203-60.5% |
| Admin fee / account holder | $1,285 | $4,393-70.7% | $5,481-76.5% | $4,296-70.1% |