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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 | $28,328 | $48,364-41.4% | $71,796-60.5% | $62,881-54.9% |
| Participation rate | 47.5% | 60.6%-13.1pp | 69.1%-21.6pp | 69.3%-21.8pp |
| Annual return | 9.54% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $16 | $1,042-98.5% | $1,924-99.2% | $2,281-99.3% |
| Participant deferral / active EE | $1,258 | $2,091-39.8% | $2,794-55.0% | $3,203-60.7% |
| Admin fee / account holder | $761 | $3,771-79.8% | $4,815-84.2% | $4,296-82.3% |