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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 | $33,608 | $80,983-58.5% | $96,544-65.2% | $75,177-55.3% |
| Participation rate | 28.0% | 71.8%-43.8pp | 76.0%-48.0pp | 67.2%-39.2pp |
| Annual return | 18.23% | 27.05%-8.8pp | 25.88%-7.7pp | 160.75%-142.5pp |
| Employer contribution / active EE | $474 | $2,282-79.3% | $2,966-84.0% | $2,671-82.3% |
| Participant deferral / active EE | $2,804 | $3,929-28.6% | $4,851-42.2% | $4,126-32.0% |
| Admin fee / account holder | $2,786 | $6,717-58.5% | $8,254-66.2% | $5,651-50.7% |