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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 | $36,423 | $78,670-53.7% | $109,173-66.6% | $85,847-57.6% |
| Participation rate | 38.2% | 68.3%-30.1pp | 75.9%-37.7pp | 69.3%-31.1pp |
| Annual return | 16.53% | 25.09%-8.6pp | 25.75%-9.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $379 | $2,734-86.1% | $3,723-89.8% | $2,565-85.2% |
| Participant deferral / active EE | $1,650 | $3,467-52.4% | $4,654-64.6% | $3,952-58.3% |
| Admin fee / account holder | $1,027 | $5,469-81.2% | $6,755-84.8% | $6,261-83.6% |