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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 | $39,030 | $48,300-19.2% | $40,145,923-99.9% | $62,881-37.9% |
| Participation rate | 40.0% | 62.0%-22.0pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 5.65% | 6.95%-1.3pp | 5.24%+0.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $139 | $1,333-89.5% | $1,844-92.4% | $2,281-93.9% |
| Participant deferral / active EE | $1,568 | $2,388-34.3% | $2,591-39.5% | $3,203-51.0% |
| Admin fee / account holder | $3,105 | $2,919+6.4% | $2,903+7.0% | $4,296-27.7% |