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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 | $46,720 | $47,944-2.6% | $67,834-31.1% | $62,881-25.7% |
| Participation rate | 31.5% | 61.1%-29.6pp | 68.8%-37.3pp | 69.3%-37.8pp |
| Annual return | 8.54% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $79 | $1,562-94.9% | $2,403-96.7% | $2,281-96.5% |
| Participant deferral / active EE | $824 | $2,247-63.3% | $3,160-73.9% | $3,203-74.3% |
| Admin fee / account holder | $2,555 | $3,712-31.2% | $4,622-44.7% | $4,296-40.5% |