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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 | $81,276-54.1% | $155,574-76.0% | $80,925-53.9% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.7%-29.7pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $137 | $3,103-95.6% | $4,676-97.1% | $2,756-95.0% |
| Participant deferral / active EE | $2,719 | $3,453-21.2% | $5,629-51.7% | $4,299-36.7% |
| Admin fee / account holder | $889 | $7,993-88.9% | $15,914-94.4% | $6,940-87.2% |