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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 | $32,876 | $93,346-64.8% | $71,796-54.2% | $273,972-88.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 1.64% | 130.39%-128.7pp | 78.04%-76.4pp | 41.46%-39.8pp |
| Employer contribution / active EE | $54 | $2,733-98.0% | $1,924-97.2% | $4,869-98.9% |
| Participant deferral / active EE | $1,266 | $3,475-63.6% | $2,794-54.7% | $5,287-76.1% |
| Admin fee / account holder | $596 | $6,571-90.9% | $4,815-87.6% | $10,133-94.1% |