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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 | $23,674 | $78,682-69.9% | $109,188-78.3% | $85,851-72.4% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.76%-13.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $158 | $2,734-94.2% | $3,723-95.7% | $2,565-93.8% |
| Participant deferral / active EE | $1,760 | $3,468-49.2% | $4,654-62.2% | $3,952-55.5% |
| Admin fee / account holder | $3,280 | $5,470-40.0% | $6,755-51.5% | $6,261-47.6% |