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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 | $27,886 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 46.7% | 71.2%-24.5pp | 84.0%-37.3pp | 69.3%-22.6pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $48 | $3,444-98.6% | $5,501-99.1% | $2,281-97.9% |
| Participant deferral / active EE | $1,003 | $3,046-67.1% | $4,871-79.4% | $3,203-68.7% |
| Admin fee / account holder | $2,695 | $5,561-51.5% | $13,028-79.3% | $4,296-37.3% |