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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 | $40,292 | $50,554-20.3% | $67,681-40.5% | $87,485-53.9% |
| Participation rate | 39.7% | 67.7%-28.0pp | 73.7%-34.0pp | 68.9%-29.2pp |
| Annual return | 15.24% | 17.81%-2.6pp | 590.58%-575.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $213 | $1,988-89.3% | $2,678-92.0% | $2,596-91.8% |
| Participant deferral / active EE | $1,257 | $2,961-57.5% | $3,976-68.4% | $4,274-70.6% |
| Admin fee / account holder | $1,065 | $4,132-74.2% | $6,100-82.5% | $7,775-86.3% |