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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 | $29,638 | $81,358-63.6% | $155,556-80.9% | $80,959-63.4% |
| Participation rate | 40.9% | 66.3%-25.4pp | 78.2%-37.3pp | 67.7%-26.8pp |
| Annual return | 11.84% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $53 | $3,106-98.3% | $4,675-98.9% | $2,757-98.1% |
| Participant deferral / active EE | $1,046 | $3,455-69.7% | $5,631-81.4% | $4,300-75.7% |
| Admin fee / account holder | $812 | $7,994-89.8% | $15,885-94.9% | $6,925-88.3% |