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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 | $36,542 | $77,638-52.9% | $156,551-76.7% | $62,881-41.9% |
| Participation rate | 13.9% | 71.2%-57.3pp | 84.0%-70.1pp | 69.3%-55.4pp |
| Annual return | 7.35% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $295 | $3,444-91.4% | $5,501-94.6% | $2,281-87.1% |
| Participant deferral / active EE | $1,072 | $3,046-64.8% | $4,871-78.0% | $3,203-66.5% |
| Admin fee / account holder | $662 | $5,561-88.1% | $13,028-94.9% | $4,296-84.6% |