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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 | $46,105 | $77,638-40.6% | $156,551-70.5% | $62,881-26.7% |
| Participation rate | 42.3% | 71.2%-28.9pp | 84.0%-41.7pp | 69.3%-27.0pp |
| Annual return | 6.24% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $67 | $3,444-98.1% | $5,501-98.8% | $2,281-97.1% |
| Participant deferral / active EE | $2,142 | $3,046-29.7% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $818 | $5,561-85.3% | $13,028-93.7% | $4,296-81.0% |