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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 | $31,982 | $54,541-41.4% | $78,778-59.4% | $70,126-54.4% |
| Participation rate | 34.7% | 60.8%-26.1pp | 69.2%-34.5pp | 69.5%-34.8pp |
| Annual return | 15.07% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $45 | $1,089-95.9% | $1,986-97.7% | $2,343-98.1% |
| Participant deferral / active EE | $1,126 | $2,210-49.0% | $2,958-61.9% | $3,332-66.2% |
| Admin fee / account holder | $2,022 | $3,709-45.5% | $5,134-60.6% | $4,645-56.5% |