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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 | $38,759 | $97,648-60.3% | $121,663-68.1% | $87,485-55.7% |
| Participation rate | 41.7% | 70.5%-28.8pp | 74.5%-32.8pp | 68.9%-27.3pp |
| Annual return | 15.79% | 18.03%-2.2pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $593 | $2,300-74.2% | $3,020-80.4% | $2,596-77.1% |
| Participant deferral / active EE | $2,632 | $3,923-32.9% | $4,887-46.1% | $4,274-38.4% |
| Admin fee / account holder | $2,191 | $11,100-80.3% | $14,289-84.7% | $7,775-71.8% |