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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 | $43,914 | $96,956-54.7% | $69,779-37.1% | $273,972-84.0% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.8%-11.8pp | 83.0%-23.0pp |
| Annual return | 5.64% | 12.93%-7.3pp | 12.99%-7.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $180 | $3,316-94.6% | $2,338-92.3% | $4,869-96.3% |
| Participant deferral / active EE | $1,231 | $3,744-67.1% | $2,931-58.0% | $5,287-76.7% |
| Admin fee / account holder | $3,633 | $7,934-54.2% | $4,381-17.1% | $10,133-64.1% |