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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 | $37,607 | $86,701-56.6% | $73,309-48.7% | $125,388-70.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 2.04% | 2.78%-0.7pp | 5.67%-3.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $137 | $4,152-96.7% | $3,237-95.8% | $4,866-97.2% |
| Participant deferral / active EE | $2,968 | $5,549-46.5% | $4,991-40.5% | $5,352-44.5% |
| Admin fee / account holder | $4,331 | $7,768-44.2% | $5,635-23.1% | $9,541-54.6% |