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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 | $37,239 | $110,240-66.2% | $96,544-61.4% | $139,487-73.3% |
| Participation rate | 52.9% | 78.1%-25.2pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 11.02% | 26.41%-15.4pp | 25.88%-14.9pp | 373.84%-362.8pp |
| Employer contribution / active EE | $371 | $3,622-89.8% | $2,966-87.5% | $4,755-92.2% |
| Participant deferral / active EE | $1,921 | $5,549-65.4% | $4,851-60.4% | $6,713-71.4% |
| Admin fee / account holder | $7,228 | $11,602-37.7% | $8,254-12.4% | $11,407-36.6% |