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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 | $19,484 | $81,276-76.0% | $155,574-87.5% | $80,925-75.9% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.7%-22.9pp |
| Annual return | 13.94% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $364 | $3,103-88.3% | $4,676-92.2% | $2,756-86.8% |
| Participant deferral / active EE | $2,841 | $3,453-17.7% | $5,629-49.5% | $4,299-33.9% |
| Admin fee / account holder | $3,780 | $7,993-52.7% | $15,914-76.2% | $6,940-45.5% |