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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 | $39,631 | $77,574-48.9% | $108,753-63.6% | $86,983-54.4% |
| Participation rate | 60.3% | 62.3%-2.0pp | 71.1%-10.8pp | 69.5%-9.2pp |
| Annual return | 12.44% | 18.42%-6.0pp | 37.47%-25.0pp | 25.83%-13.4pp |
| Employer contribution / active EE | $274 | $1,611-83.0% | $2,427-88.7% | $2,584-89.4% |
| Participant deferral / active EE | $2,087 | $3,128-33.3% | $4,115-49.3% | $4,194-50.2% |
| Admin fee / account holder | $884 | $6,529-86.5% | $10,320-91.4% | $7,856-88.8% |