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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 | $32,239 | $91,439-64.7% | $135,974-76.3% | $71,511-54.9% |
| Participation rate | 59.0% | 75.7%-16.7pp | 81.9%-22.9pp | 67.9%-9.0pp |
| Annual return | 19.59% | 29.90%-10.3pp | 68.30%-48.7pp | 28.86%-9.3pp |
| Employer contribution / active EE | $618 | $3,705-83.3% | $4,859-87.3% | $2,589-76.1% |
| Participant deferral / active EE | $3,280 | $7,093-53.8% | $7,760-57.7% | $4,291-23.5% |
| Admin fee / account holder | $3,749 | $1,267+196.0% | $10,767-65.2% | $1,588+136.0% |