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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 | $45,240 | $62,592-27.7% | $85,693-47.2% | $85,856-47.3% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.9%-34.1pp | 69.3%-33.6pp |
| Annual return | 11.75% | 23.77%-12.0pp | 21.49%-9.7pp | 318.58%-306.8pp |
| Employer contribution / active EE | $200 | $1,755-88.6% | $2,618-92.4% | $2,565-92.2% |
| Participant deferral / active EE | $2,096 | $2,802-25.2% | $3,923-46.6% | $3,952-47.0% |
| Admin fee / account holder | $1,909 | $4,643-58.9% | $6,874-72.2% | $6,261-69.5% |