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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 | $29,146 | $60,165-51.6% | $74,184-60.7% | $55,167-47.2% |
| Participation rate | 38.7% | 74.2%-35.4pp | 76.6%-37.9pp | 69.0%-30.3pp |
| Annual return | 10.12% | 10.00%+0.1pp | 17.74%-7.6pp | 169.23%-159.1pp |
| Employer contribution / active EE | $408 | $1,600-74.5% | $2,370-82.8% | $1,963-79.2% |
| Participant deferral / active EE | $2,507 | $2,973-15.7% | $3,550-29.4% | $3,054-17.9% |
| Admin fee / account holder | $2,794 | $419+566.5% | $5,586-50.0% | $504+454.6% |