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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 | $42,955 | $88,183-51.3% | $107,187-59.9% | $71,012-39.5% |
| Participation rate | 18.0% | 67.5%-49.5pp | 75.0%-57.0pp | 58.6%-40.5pp |
| Annual return | 21.47% | 16.47%+5.0pp | 204.55%-183.1pp | 37.67%-16.2pp |
| Employer contribution / active EE | $748 | $3,914-80.9% | $3,782-80.2% | $2,348-68.2% |
| Participant deferral / active EE | $1,536 | $3,079-50.1% | $5,096-69.9% | $3,246-52.7% |
| Admin fee / account holder | $4,404 | $1,430+207.9% | $9,162-51.9% | $1,167+277.3% |