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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 | $33,562 | $55,932-40.0% | $76,735-56.3% | $67,986-50.6% |
| Participation rate | 15.6% | 50.8%-35.2pp | 69.5%-53.9pp | 57.2%-41.6pp |
| Annual return | 16.61% | 23.10%-6.5pp | 29.77%-13.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $21 | $1,487-98.6% | $2,454-99.2% | $2,019-99.0% |
| Participant deferral / active EE | $1,148 | $2,558-55.1% | $4,088-71.9% | $3,358-65.8% |
| Admin fee / account holder | $625 | $4,907-87.3% | $7,189-91.3% | $3,203-80.5% |