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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 | $37,195 | $58,493-36.4% | $84,023-55.7% | $72,976-49.0% |
| Participation rate | 38.5% | 61.2%-22.8pp | 69.0%-30.6pp | 69.5%-31.0pp |
| Annual return | 18.54% | 28.93%-10.4pp | 71.32%-52.8pp | 81.02%-62.5pp |
| Employer contribution / active EE | $157 | $1,163-86.5% | $1,984-92.1% | $2,440-93.6% |
| Participant deferral / active EE | $1,665 | $2,394-30.4% | $3,239-48.6% | $3,608-53.8% |
| Admin fee / account holder | $311 | $4,569-93.2% | $6,102-94.9% | $5,124-93.9% |