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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 | $34,970 | $70,418-50.3% | $96,570-63.8% | $85,847-59.3% |
| Participation rate | 44.2% | 61.8%-17.6pp | 69.8%-25.6pp | 69.3%-25.1pp |
| Annual return | 12.69% | 18.59%-5.9pp | 37.79%-25.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $237 | $1,413-83.3% | $2,357-90.0% | $2,565-90.8% |
| Participant deferral / active EE | $1,507 | $2,894-47.9% | $3,849-60.8% | $3,952-61.9% |
| Admin fee / account holder | $3,475 | $4,995-30.4% | $6,182-43.8% | $6,261-44.5% |