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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 | $43,211 | $101,795-57.6% | $165,100-73.8% | $80,959-46.6% |
| Participation rate | 63.3% | 71.8%-8.5pp | 78.6%-15.3pp | 67.7%-4.3pp |
| Annual return | 11.29% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $20 | $2,954-99.3% | $4,348-99.5% | $2,757-99.3% |
| Participant deferral / active EE | $2,716 | $4,476-39.3% | $6,035-55.0% | $4,300-36.8% |
| Admin fee / account holder | $13,858 | $8,221+68.6% | $12,696+9.2% | $6,925+100.1% |