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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 | $32,584 | $54,757-40.5% | $90,300-63.9% | $72,983-55.4% |
| Participation rate | 28.9% | 65.1%-36.3pp | 73.3%-44.4pp | 69.5%-40.6pp |
| Annual return | 24.16% | 30.63%-6.5pp | 78.11%-54.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $117 | $2,092-94.4% | $2,854-95.9% | $2,440-95.2% |
| Participant deferral / active EE | $1,100 | $2,887-61.9% | $3,884-71.7% | $3,608-69.5% |
| Admin fee / account holder | $496 | $3,972-87.5% | $5,353-90.7% | $5,124-90.3% |