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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 | $34,439 | $63,690-45.9% | $163,379-78.9% | $71,012-51.5% |
| Participation rate | 14.7% | 47.6%-32.9pp | 76.8%-62.1pp | 58.6%-43.9pp |
| Annual return | 22.65% | 21.56%+1.1pp | 63.41%-40.8pp | 37.67%-15.0pp |
| Employer contribution / active EE | $190 | $1,703-88.9% | $3,752-94.9% | $2,348-91.9% |
| Participant deferral / active EE | $1,378 | $3,160-56.4% | $6,282-78.1% | $3,246-57.5% |
| Admin fee / account holder | $7,346 | $1,298+465.7% | $9,818-25.2% | $1,167+529.4% |