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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 | $41,908 | $81,358-48.5% | $155,556-73.1% | $80,959-48.2% |
| Participation rate | 19.1% | 66.3%-47.1pp | 78.2%-59.1pp | 67.7%-48.5pp |
| Annual return | 12.69% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $330 | $3,106-89.4% | $4,675-93.0% | $2,757-88.0% |
| Participant deferral / active EE | $936 | $3,455-72.9% | $5,631-83.4% | $4,300-78.2% |
| Admin fee / account holder | $1,817 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |