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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 | $37,992 | $60,349-37.0% | $74,184-48.8% | $62,881-39.6% |
| Participation rate | 45.0% | 72.7%-27.7pp | 76.6%-31.6pp | 69.3%-24.3pp |
| Annual return | 10.23% | 21.38%-11.1pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $282 | $1,680-83.2% | $2,370-88.1% | $2,281-87.6% |
| Participant deferral / active EE | $1,738 | $2,856-39.2% | $3,550-51.0% | $3,203-45.8% |
| Admin fee / account holder | $356 | $4,261-91.6% | $5,586-93.6% | $4,296-91.7% |