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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 | $39,281 | $87,132-54.9% | $105,624-62.8% | $80,959-51.5% |
| Participation rate | 58.2% | 70.4%-12.2pp | 75.3%-17.1pp | 67.7%-9.5pp |
| Annual return | 11.87% | 17.03%-5.2pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $422 | $2,397-82.4% | $3,168-86.7% | $2,757-84.7% |
| Participant deferral / active EE | $3,636 | $3,985-8.8% | $5,013-27.5% | $4,300-15.4% |
| Admin fee / account holder | $1,457 | $8,449-82.8% | $10,961-86.7% | $6,925-79.0% |