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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 | $34,489 | $45,050-23.4% | $63,018-45.3% | $70,126-50.8% |
| Participation rate | 48.8% | 69.5%-20.8pp | 74.8%-26.1pp | 69.5%-20.8pp |
| Annual return | 18.13% | 18.76%-0.6pp | 87.62%-69.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $95 | $2,052-95.4% | $2,761-96.6% | $2,343-96.0% |
| Participant deferral / active EE | $1,386 | $2,466-43.8% | $3,330-58.4% | $3,332-58.4% |
| Admin fee / account holder | $914 | $2,834-67.8% | $3,601-74.6% | $4,645-80.3% |