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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 | $34,723 | $85,060-59.2% | $70,565-50.8% | $139,487-75.1% |
| Participation rate | 20.8% | 73.9%-53.1pp | 68.4%-47.5pp | 80.3%-59.5pp |
| Annual return | 12.44% | 30.39%-17.9pp | 32.79%-20.4pp | 373.84%-361.4pp |
| Employer contribution / active EE | $222 | $3,912-94.3% | $2,976-92.5% | $4,755-95.3% |
| Participant deferral / active EE | $1,196 | $5,891-79.7% | $4,568-73.8% | $6,713-82.2% |
| Admin fee / account holder | $13,096 | $8,932+46.6% | $6,430+103.7% | $11,407+14.8% |