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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 | $40,593 | $80,332-49.5% | $107,187-62.1% | $64,097-36.7% |
| Participation rate | 36.8% | 54.4%-17.7pp | 75.0%-38.3pp | 55.2%-18.4pp |
| Annual return | 12.91% | 24.26%-11.3pp | 204.55%-191.6pp | 34.64%-21.7pp |
| Employer contribution / active EE | $383 | $2,501-84.7% | $3,782-89.9% | $1,891-79.8% |
| Participant deferral / active EE | $1,743 | $3,109-43.9% | $5,096-65.8% | $3,080-43.4% |
| Admin fee / account holder | $1,740 | $4,314-59.7% | $9,162-81.0% | $3,454-49.6% |