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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 | $52,682-36.3% | $78,004-57.0% | $64,097-47.6% |
| Participation rate | 15.6% | 47.7%-32.1pp | 69.4%-53.8pp | 55.2%-39.5pp |
| Annual return | 16.61% | 22.45%-5.8pp | 31.07%-14.5pp | 34.64%-18.0pp |
| Employer contribution / active EE | $21 | $1,323-98.4% | $2,469-99.2% | $1,891-98.9% |
| Participant deferral / active EE | $1,148 | $2,346-51.0% | $4,092-71.9% | $3,080-62.7% |
| Admin fee / account holder | $625 | $5,420-88.5% | $7,578-91.7% | $3,454-81.9% |