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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 | $33,569 | $72,486-53.7% | $87,103-61.5% | $72,976-54.0% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.1pp |
| Annual return | 21.39% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $323 | $1,894-82.9% | $2,521-87.2% | $2,440-86.8% |
| Participant deferral / active EE | $1,633 | $3,270-50.1% | $4,049-59.7% | $3,608-54.7% |
| Admin fee / account holder | $2,857 | $5,055-43.5% | $7,491-61.9% | $5,124-44.2% |