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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 | $22,426 | $40,264-44.3% | $57,349-60.9% | $59,633-62.4% |
| Participation rate | 47.2% | 69.2%-22.0pp | 75.1%-27.9pp | 68.7%-21.5pp |
| Annual return | 0.98% | 27.51%-26.5pp | 24.40%-23.4pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $82 | $1,922-95.7% | $2,689-96.9% | $2,203-96.3% |
| Participant deferral / active EE | $907 | $2,400-62.2% | $3,162-71.3% | $3,192-71.6% |
| Admin fee / account holder | $972 | $2,819-65.5% | $3,356-71.0% | $4,297-77.4% |