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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 | $30,386 | $57,976-47.6% | $63,018-51.8% | $62,293-51.2% |
| Participation rate | 41.7% | 75.9%-34.2pp | 74.8%-33.1pp | 69.5%-27.8pp |
| Annual return | 13.17% | 17.54%-4.4pp | 87.62%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $24 | $2,415-99.0% | $2,761-99.1% | $2,042-98.8% |
| Participant deferral / active EE | $1,179 | $2,956-60.1% | $3,330-64.6% | $3,169-62.8% |
| Admin fee / account holder | $1,026 | $276+272.2% | $3,601-71.5% | $479+114.1% |