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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 | $40,857 | $56,894-28.2% | $84,753-51.8% | $62,881-35.0% |
| Participation rate | 32.7% | 68.5%-35.9pp | 76.6%-43.9pp | 69.3%-36.7pp |
| Annual return | 15.00% | 6.30%+8.7pp | 22.78%-7.8pp | 20.14%-5.1pp |
| Employer contribution / active EE | $205 | $2,400-91.5% | $3,574-94.3% | $2,281-91.0% |
| Participant deferral / active EE | $1,359 | $2,709-49.8% | $3,712-63.4% | $3,203-57.6% |
| Admin fee / account holder | $350 | $3,581-90.2% | $5,333-93.4% | $4,296-91.9% |