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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 | $39,699 | $91,167-56.5% | $178,498-77.8% | $79,858-50.3% |
| Participation rate | 32.4% | 69.2%-36.9pp | 81.9%-49.6pp | 69.6%-37.3pp |
| Annual return | 11.61% | 24.19%-12.6pp | 151.09%-139.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $354 | $3,255-89.1% | $5,011-92.9% | $2,471-85.7% |
| Participant deferral / active EE | $1,195 | $3,236-63.1% | $5,202-77.0% | $3,740-68.0% |
| Admin fee / account holder | $6,691 | $6,747-0.8% | $13,985-52.2% | $5,306+26.1% |