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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 | $32,031 | $54,541-41.3% | $78,778-59.3% | $70,126-54.3% |
| Participation rate | 39.7% | 60.8%-21.1pp | 69.2%-29.5pp | 69.5%-29.9pp |
| Annual return | 14.33% | 21.07%-6.7pp | 35.62%-21.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $102 | $1,089-90.6% | $1,986-94.8% | $2,343-95.6% |
| Participant deferral / active EE | $1,122 | $2,210-49.2% | $2,958-62.1% | $3,332-66.3% |
| Admin fee / account holder | $976 | $3,709-73.7% | $5,134-81.0% | $4,645-79.0% |