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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 | $38,791 | $78,690-50.7% | $161,489-76.0% | $87,485-55.7% |
| Participation rate | 37.5% | 67.5%-30.0pp | 78.7%-41.2pp | 68.9%-31.4pp |
| Annual return | 13.31% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $118 | $2,588-95.4% | $4,268-97.2% | $2,596-95.4% |
| Participant deferral / active EE | $2,334 | $3,311-29.5% | $5,630-58.5% | $4,274-45.4% |
| Admin fee / account holder | $6,203 | $6,724-7.7% | $16,006-61.2% | $7,775-20.2% |