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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 | $30,882 | $76,551-59.7% | $123,894-75.1% | $62,881-50.9% |
| Participation rate | 39.6% | 73.0%-33.4pp | 81.4%-41.8pp | 69.3%-29.7pp |
| Annual return | 7.72% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $444 | $2,882-84.6% | $4,617-90.4% | $2,281-80.5% |
| Participant deferral / active EE | $2,832 | $4,840-41.5% | $5,984-52.7% | $3,203-11.6% |
| Admin fee / account holder | $2,226 | $4,826-53.9% | $8,357-73.4% | $4,296-48.2% |