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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 | $33,299 | $52,279-36.3% | $89,414-62.8% | $79,852-58.3% |
| Participation rate | 48.7% | 57.5%-8.8pp | 68.0%-19.3pp | 69.6%-20.9pp |
| Annual return | 13.64% | 22.16%-8.5pp | 245.50%-231.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $136 | $1,572-91.3% | $2,586-94.7% | $2,471-94.5% |
| Participant deferral / active EE | $1,360 | $2,740-50.4% | $3,890-65.0% | $3,740-63.6% |
| Admin fee / account holder | $355 | $3,356-89.4% | $4,883-92.7% | $5,306-93.3% |