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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 | $32,084 | $69,518-53.8% | $59,887-46.4% | $135,379-76.3% |
| Participation rate | 6.7% | 77.8%-71.2pp | 74.7%-68.0pp | 82.6%-76.0pp |
| Annual return | 6.92% | 7.95%-1.0pp | 3.46%+3.5pp | 519.79%-512.9pp |
| Employer contribution / active EE | $190 | $3,235-94.1% | $2,722-93.0% | $4,779-96.0% |
| Participant deferral / active EE | $1,976 | $4,204-53.0% | $3,402-41.9% | $5,609-64.8% |
| Admin fee / account holder | $1,082 | $5,734-81.1% | $3,591-69.9% | $10,828-90.0% |