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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 | $29,808 | $84,953-64.9% | $163,379-81.8% | $82,637-63.9% |
| Participation rate | 45.7% | 65.9%-20.3pp | 76.8%-31.2pp | 68.1%-22.4pp |
| Annual return | 13.69% | 23.07%-9.4pp | 63.41%-49.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $162 | $2,183-92.6% | $3,752-95.7% | $2,552-93.7% |
| Participant deferral / active EE | $2,031 | $4,326-53.1% | $6,282-67.7% | $4,126-50.8% |
| Admin fee / account holder | $4,467 | $7,921-43.6% | $9,818-54.5% | $7,339-39.1% |