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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 | $39,632 | $91,198-56.5% | $178,503-77.8% | $79,856-50.4% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.1pp | 69.6%-5.8pp |
| Annual return | 15.25% | 24.20%-8.9pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $297 | $3,257-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,088 | $3,237-66.4% | $5,202-79.1% | $3,741-70.9% |
| Admin fee / account holder | $1,302 | $6,748-80.7% | $13,987-90.7% | $5,306-75.5% |