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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 | $33,099 | $55,453-40.3% | $170,435-80.6% | $62,293-46.9% |
| Participation rate | 38.0% | 66.4%-28.4pp | 83.6%-45.6pp | 69.5%-31.5pp |
| Annual return | 13.84% | 21.38%-7.5pp | 205.94%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $41 | $2,164-98.1% | $5,432-99.2% | $2,042-98.0% |
| Participant deferral / active EE | $854 | $2,303-62.9% | $4,939-82.7% | $3,169-73.0% |
| Admin fee / account holder | $1,607 | $455+253.1% | $13,881-88.4% | $479+235.2% |