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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 | $36,261 | $48,337-25.0% | $67,560-46.3% | $80,959-55.2% |
| Participation rate | 30.2% | 66.4%-36.2pp | 72.9%-42.7pp | 67.7%-37.4pp |
| Annual return | 14.28% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $292 | $2,023-85.6% | $2,737-89.3% | $2,757-89.4% |
| Participant deferral / active EE | $1,778 | $2,928-39.3% | $4,004-55.6% | $4,300-58.7% |
| Admin fee / account holder | $759 | $3,695-79.5% | $3,994-81.0% | $6,925-89.0% |