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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 | $36,751 | $78,027-52.9% | $178,528-79.4% | $80,925-54.6% |
| Participation rate | 45.8% | 65.7%-19.9pp | 77.1%-31.3pp | 67.7%-21.9pp |
| Annual return | 11.61% | 18.09%-6.5pp | 27.11%-15.5pp | 35.65%-24.0pp |
| Employer contribution / active EE | $226 | $2,281-90.1% | $3,950-94.3% | $2,756-91.8% |
| Participant deferral / active EE | $3,293 | $4,408-25.3% | $6,278-47.6% | $4,299-23.4% |
| Admin fee / account holder | $5,923 | $7,168-17.4% | $10,419-43.2% | $6,940-14.7% |