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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 | $38,204 | $58,828-35.1% | $78,002-51.0% | $62,881-39.2% |
| Participation rate | 52.3% | 71.1%-18.8pp | 75.5%-23.3pp | 69.3%-17.0pp |
| Annual return | 9.07% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $249 | $1,672-85.1% | $2,470-89.9% | $2,281-89.1% |
| Participant deferral / active EE | $3,622 | $2,686+34.9% | $3,497+3.6% | $3,203+13.1% |
| Admin fee / account holder | $871 | $4,393-80.2% | $5,481-84.1% | $4,296-79.7% |