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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 | $36,302 | $51,207-29.1% | $70,565-48.6% | $71,529-49.2% |
| Participation rate | 39.0% | 59.4%-20.3pp | 68.4%-29.3pp | 67.9%-28.9pp |
| Annual return | 17.60% | 42.71%-25.1pp | 32.79%-15.2pp | 28.97%-11.4pp |
| Employer contribution / active EE | $344 | $1,795-80.8% | $2,976-88.4% | $2,590-86.7% |
| Participant deferral / active EE | $1,602 | $3,033-47.2% | $4,568-64.9% | $4,291-62.7% |
| Admin fee / account holder | $4,626 | $2,002+131.1% | $6,430-28.1% | $1,588+191.2% |