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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 | $34,927 | $181,896-80.8% | $156,551-77.7% | $273,972-87.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 12.86% | 30.74%-17.9pp | 32.23%-19.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,041 | $6,248-83.3% | $5,501-81.1% | $4,869-78.6% |
| Participant deferral / active EE | $3,226 | $5,550-41.9% | $4,871-33.8% | $5,287-39.0% |
| Admin fee / account holder | $1,393 | $15,560-91.0% | $13,028-89.3% | $10,133-86.3% |