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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 | $31,230 | $58,311-46.4% | $81,882-61.9% | $80,959-61.4% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 12.01% | 41.85%-29.8pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $131 | $2,347-94.4% | $2,916-95.5% | $2,757-95.3% |
| Participant deferral / active EE | $1,059 | $3,287-67.8% | $4,323-75.5% | $4,300-75.4% |
| Admin fee / account holder | $333 | $4,752-93.0% | $7,360-95.5% | $6,925-95.2% |