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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 | $41,080 | $58,311-29.6% | $81,882-49.8% | $80,959-49.3% |
| Participation rate | 56.1% | 63.5%-7.3pp | 72.4%-16.2pp | 67.7%-11.5pp |
| Annual return | 12.35% | 41.85%-29.5pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $135 | $2,347-94.3% | $2,916-95.4% | $2,757-95.1% |
| Participant deferral / active EE | $1,385 | $3,287-57.9% | $4,323-68.0% | $4,300-67.8% |
| Admin fee / account holder | $4,905 | $4,752+3.2% | $7,360-33.4% | $6,925-29.2% |