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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 | $30,444 | $78,690-61.3% | $161,489-81.1% | $87,485-65.2% |
| Participation rate | 47.8% | 67.5%-19.7pp | 78.7%-30.9pp | 68.9%-21.2pp |
| Annual return | 16.80% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $114 | $2,588-95.6% | $4,268-97.3% | $2,596-95.6% |
| Participant deferral / active EE | $1,490 | $3,311-55.0% | $5,630-73.5% | $4,274-65.1% |
| Admin fee / account holder | $747 | $6,724-88.9% | $16,006-95.3% | $7,775-90.4% |