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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 | $32,924 | $77,638-57.6% | $156,551-79.0% | $62,881-47.6% |
| Participation rate | 34.2% | 71.2%-37.0pp | 84.0%-49.8pp | 69.3%-35.1pp |
| Annual return | 8.32% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $77 | $3,444-97.8% | $5,501-98.6% | $2,281-96.6% |
| Participant deferral / active EE | $1,877 | $3,046-38.4% | $4,871-61.5% | $3,203-41.4% |
| Admin fee / account holder | $924 | $5,561-83.4% | $13,028-92.9% | $4,296-78.5% |