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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 | $42,292 | $72,492-41.7% | $87,104-51.4% | $72,975-42.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 23.64% | 24.46%-0.8pp | 28.19%-4.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $308 | $1,894-83.7% | $2,521-87.8% | $2,440-87.4% |
| Participant deferral / active EE | $1,786 | $3,270-45.4% | $4,048-55.9% | $3,608-50.5% |
| Admin fee / account holder | $657 | $5,055-87.0% | $7,491-91.2% | $5,124-87.2% |