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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 | $48,295 | $98,240-50.8% | $82,312-41.3% | $147,586-67.3% |
| Participation rate | 64.7% | 79.7%-15.0pp | 76.9%-12.2pp | 82.8%-18.1pp |
| Annual return | 14.46% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $83 | $3,192-97.4% | $2,428-96.6% | $4,876-98.3% |
| Participant deferral / active EE | $2,070 | $4,383-52.8% | $3,706-44.1% | $5,439-61.9% |
| Admin fee / account holder | $766 | $8,563-91.1% | $5,608-86.3% | $10,886-93.0% |