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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 | $35,332 | $41,016-13.9% | $152,093-76.8% | $64,097-44.9% |
| Participation rate | 29.4% | 51.3%-21.9pp | 77.8%-48.4pp | 55.2%-25.8pp |
| Annual return | 12.65% | 39.60%-27.0pp | 66.36%-53.7pp | 34.64%-22.0pp |
| Employer contribution / active EE | $221 | $1,342-83.5% | $4,175-94.7% | $1,891-88.3% |
| Participant deferral / active EE | $913 | $1,927-52.6% | $5,451-83.3% | $3,080-70.4% |
| Admin fee / account holder | $5,844 | $2,305+153.5% | $14,497-59.7% | $3,454+69.2% |