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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 | $37,044 | $86,949-57.4% | $102,460-63.8% | $80,959-54.2% |
| Participation rate | 56.2% | 72.4%-16.2pp | 76.5%-20.3pp | 67.7%-11.5pp |
| Annual return | 11.05% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $249 | $2,370-89.5% | $3,025-91.8% | $2,757-91.0% |
| Participant deferral / active EE | $2,380 | $4,121-42.3% | $5,056-52.9% | $4,300-44.7% |
| Admin fee / account holder | $5,908 | $8,048-26.6% | $9,460-37.5% | $6,925-14.7% |