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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 | $38,009 | $81,233-53.2% | $155,567-75.6% | $80,874-53.0% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 11.26% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $163 | $3,101-94.7% | $4,674-96.5% | $2,756-94.1% |
| Participant deferral / active EE | $968 | $3,452-72.0% | $5,628-82.8% | $4,297-77.5% |
| Admin fee / account holder | $5,903 | $7,998-26.2% | $15,916-62.9% | $6,935-14.9% |