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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 | $31,211 | $81,358-61.6% | $155,556-79.9% | $80,959-61.4% |
| Participation rate | 32.1% | 66.3%-34.1pp | 78.2%-46.1pp | 67.7%-35.5pp |
| Annual return | 12.95% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $232 | $3,106-92.5% | $4,675-95.0% | $2,757-91.6% |
| Participant deferral / active EE | $1,138 | $3,455-67.1% | $5,631-79.8% | $4,300-73.5% |
| Admin fee / account holder | $1,685 | $7,994-78.9% | $15,885-89.4% | $6,925-75.7% |