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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 | $29,922 | $81,358-63.2% | $155,556-80.8% | $80,959-63.0% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 14.41% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $361 | $3,106-88.4% | $4,675-92.3% | $2,757-86.9% |
| Participant deferral / active EE | $3,142 | $3,455-9.1% | $5,631-44.2% | $4,300-26.9% |
| Admin fee / account holder | $2,481 | $7,994-69.0% | $15,885-84.4% | $6,925-64.2% |