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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 | $28,036 | $81,233-65.5% | $155,567-82.0% | $80,874-65.3% |
| Participation rate | 40.4% | 66.2%-25.8pp | 78.2%-37.8pp | 67.6%-27.3pp |
| Annual return | 11.83% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $321 | $3,101-89.6% | $4,674-93.1% | $2,756-88.3% |
| Participant deferral / active EE | $1,820 | $3,452-47.3% | $5,628-67.7% | $4,297-57.6% |
| Admin fee / account holder | $2,122 | $7,998-73.5% | $15,916-86.7% | $6,935-69.4% |