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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 | $32,253 | $49,255-34.5% | $70,494-54.2% | $79,856-59.6% |
| Participation rate | 31.8% | 69.2%-37.3pp | 75.1%-43.2pp | 69.6%-37.8pp |
| Annual return | 18.95% | 30.10%-11.2pp | 109.16%-90.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $229 | $2,100-89.1% | $2,738-91.6% | $2,471-90.7% |
| Participant deferral / active EE | $1,147 | $2,768-58.6% | $3,711-69.1% | $3,741-69.3% |
| Admin fee / account holder | $5,088 | $2,879+76.7% | $3,848+32.2% | $5,306-4.1% |