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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 | $20,688 | $77,814-73.4% | $158,223-86.9% | $86,983-76.2% |
| Participation rate | 37.0% | 68.4%-31.5pp | 79.2%-42.2pp | 69.5%-32.6pp |
| Annual return | 18.25% | 30.54%-12.3pp | 52.09%-33.8pp | 25.83%-7.6pp |
| Employer contribution / active EE | $187 | $2,592-92.8% | $4,109-95.4% | $2,584-92.8% |
| Participant deferral / active EE | $1,249 | $3,270-61.8% | $5,467-77.2% | $4,194-70.2% |
| Admin fee / account holder | $769 | $5,879-86.9% | $16,047-95.2% | $7,856-90.2% |