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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 | $39,978 | $77,638-48.5% | $156,551-74.5% | $62,881-36.4% |
| Participation rate | 32.6% | 71.2%-38.6pp | 84.0%-51.4pp | 69.3%-36.7pp |
| Annual return | 4.64% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $155 | $3,444-95.5% | $5,501-97.2% | $2,281-93.2% |
| Participant deferral / active EE | $861 | $3,046-71.7% | $4,871-82.3% | $3,203-73.1% |
| Admin fee / account holder | $13,567 | $5,561+143.9% | $13,028+4.1% | $4,296+215.8% |