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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 | $38,903 | $39,132-0.6% | $57,196-32.0% | $62,881-38.1% |
| Participation rate | 43.8% | 70.5%-26.7pp | 75.3%-31.6pp | 69.3%-25.6pp |
| Annual return | 8.24% | 9.24%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $176 | $1,874-90.6% | $2,683-93.5% | $2,281-92.3% |
| Participant deferral / active EE | $1,206 | $2,374-49.2% | $3,096-61.1% | $3,203-62.4% |
| Admin fee / account holder | $2,315 | $2,594-10.7% | $3,141-26.3% | $4,296-46.1% |