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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 | $29,925 | $48,364-38.1% | $71,796-58.3% | $62,881-52.4% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $13 | $1,042-98.8% | $1,924-99.3% | $2,281-99.4% |
| Participant deferral / active EE | $1,513 | $2,091-27.7% | $2,794-45.9% | $3,203-52.8% |
| Admin fee / account holder | $784 | $3,771-79.2% | $4,815-83.7% | $4,296-81.7% |