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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 | $37,289 | $81,233-54.1% | $155,567-76.0% | $80,874-53.9% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 12.08% | 33.33%-21.2pp | 64.74%-52.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $137 | $3,101-95.6% | $4,674-97.1% | $2,756-95.0% |
| Participant deferral / active EE | $2,719 | $3,452-21.2% | $5,628-51.7% | $4,297-36.7% |
| Admin fee / account holder | $889 | $7,998-88.9% | $15,916-94.4% | $6,935-87.2% |