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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 | $20,431 | $48,364-57.8% | $71,796-71.5% | $62,881-67.5% |
| Participation rate | 39.2% | 60.6%-21.4pp | 69.1%-29.9pp | 69.3%-30.1pp |
| Annual return | 8.42% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $137 | $1,042-86.9% | $1,924-92.9% | $2,281-94.0% |
| Participant deferral / active EE | $996 | $2,091-52.4% | $2,794-64.4% | $3,203-68.9% |
| Admin fee / account holder | $1,210 | $3,771-67.9% | $4,815-74.9% | $4,296-71.8% |