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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 | $35,003 | $48,078-27.2% | $78,675-55.5% | $62,881-44.3% |
| Participation rate | 36.7% | 65.2%-28.5pp | 73.6%-36.8pp | 69.3%-32.6pp |
| Annual return | 7.07% | 31.36%-24.3pp | 62.19%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $163 | $2,015-91.9% | $2,850-94.3% | $2,281-92.9% |
| Participant deferral / active EE | $1,412 | $2,587-45.4% | $3,517-59.9% | $3,203-55.9% |
| Admin fee / account holder | $1,757 | $3,206-45.2% | $4,510-61.0% | $4,296-59.1% |