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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 | $38,131 | $60,349-36.8% | $74,184-48.6% | $62,881-39.4% |
| Participation rate | 67.4% | 72.7%-5.3pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 9.01% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $303 | $1,680-82.0% | $2,370-87.2% | $2,281-86.7% |
| Participant deferral / active EE | $1,852 | $2,856-35.2% | $3,550-47.8% | $3,203-42.2% |
| Admin fee / account holder | $669 | $4,261-84.3% | $5,586-88.0% | $4,296-84.4% |