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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 | $38,307 | $86,288-55.6% | $111,306-65.6% | $85,851-55.4% |
| Participation rate | 47.5% | 73.3%-25.8pp | 77.3%-29.8pp | 69.3%-21.8pp |
| Annual return | 11.11% | 19.99%-8.9pp | 54.67%-43.6pp | 318.63%-307.5pp |
| Employer contribution / active EE | $276 | $2,044-86.5% | $2,732-89.9% | $2,565-89.2% |
| Participant deferral / active EE | $1,793 | $3,641-50.8% | $4,488-60.0% | $3,952-54.6% |
| Admin fee / account holder | $535 | $8,189-93.5% | $7,966-93.3% | $6,261-91.5% |