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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 | $35,086 | $111,301-68.5% | $112,977-68.9% | $158,966-77.9% |
| Participation rate | 58.3% | 83.5%-25.2pp | 82.6%-24.2pp | 82.0%-23.6pp |
| Annual return | 12.99% | 26.40%-13.4pp | 24.24%-11.3pp | 302.95%-290.0pp |
| Employer contribution / active EE | $284 | $4,471-93.6% | $4,255-93.3% | $4,762-94.0% |
| Participant deferral / active EE | $2,380 | $5,880-59.5% | $5,836-59.2% | $5,983-60.2% |
| Admin fee / account holder | $320 | $8,392-96.2% | $6,294-94.9% | $11,250-97.2% |