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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 | $36,547 | $48,011-23.9% | $63,803-42.7% | $82,637-55.8% |
| Participation rate | 32.4% | 66.6%-34.2pp | 72.7%-40.3pp | 68.1%-35.7pp |
| Annual return | 13.97% | 19.84%-5.9pp | 543.72%-529.8pp | 53.51%-39.5pp |
| Employer contribution / active EE | $122 | $1,904-93.6% | $2,532-95.2% | $2,552-95.2% |
| Participant deferral / active EE | $1,175 | $2,846-58.7% | $3,843-69.4% | $4,126-71.5% |
| Admin fee / account holder | $2,178 | $3,873-43.8% | $5,196-58.1% | $7,339-70.3% |