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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 | $38,472 | $99,345-61.3% | $84,753-54.6% | $273,972-86.0% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 4.01% | 22.93%-18.9pp | 22.78%-18.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $495 | $4,214-88.3% | $3,574-86.2% | $4,869-89.8% |
| Participant deferral / active EE | $2,890 | $4,270-32.3% | $3,712-22.1% | $5,287-45.3% |
| Admin fee / account holder | $1,470 | $6,645-77.9% | $5,333-72.4% | $10,133-85.5% |