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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 | $36,998 | $65,208-43.3% | $90,796-59.3% | $71,012-47.9% |
| Participation rate | 9.3% | 54.6%-45.3pp | 69.5%-60.2pp | 58.6%-49.2pp |
| Annual return | 14.84% | 18.25%-3.4pp | 19.29%-4.5pp | 37.67%-22.8pp |
| Employer contribution / active EE | $69 | $1,855-96.3% | $2,294-97.0% | $2,348-97.1% |
| Participant deferral / active EE | $995 | $2,737-63.7% | $3,822-74.0% | $3,246-69.4% |
| Admin fee / account holder | $3,562 | $1,639+117.4% | $7,024-49.3% | $1,167+205.2% |