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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 | $37,132 | $91,179-59.3% | $178,499-79.2% | $79,852-53.5% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.7pp |
| Annual return | 19.43% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $298 | $3,256-90.8% | $5,011-94.1% | $2,471-87.9% |
| Participant deferral / active EE | $2,544 | $3,236-21.4% | $5,202-51.1% | $3,740-32.0% |
| Admin fee / account holder | $956 | $6,749-85.8% | $13,986-93.2% | $5,306-82.0% |