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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 | $39,020 | $91,179-57.2% | $178,499-78.1% | $79,852-51.1% |
| Participation rate | 12.0% | 69.2%-57.2pp | 81.9%-69.9pp | 69.6%-57.6pp |
| Annual return | 24.10% | 24.19%-0.1pp | 151.10%-127.0pp | 31.72%-7.6pp |
| Employer contribution / active EE | $163 | $3,256-95.0% | $5,011-96.8% | $2,471-93.4% |
| Participant deferral / active EE | $1,348 | $3,236-58.3% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $390 | $6,749-94.2% | $13,986-97.2% | $5,306-92.6% |