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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 | $34,094 | $84,236-59.5% | $170,435-80.0% | $70,126-51.4% |
| Participation rate | 36.1% | 70.8%-34.8pp | 83.6%-47.5pp | 69.5%-33.5pp |
| Annual return | 14.27% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $271 | $3,387-92.0% | $5,432-95.0% | $2,343-88.4% |
| Participant deferral / active EE | $1,478 | $3,086-52.1% | $4,939-70.1% | $3,332-55.7% |
| Admin fee / account holder | $761 | $5,698-86.6% | $13,881-94.5% | $4,645-83.6% |