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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 | $38,289 | $78,423-51.2% | $95,964-60.1% | $79,856-52.1% |
| Participation rate | 61.5% | 73.5%-12.0pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 13.54% | 19.37%-5.8pp | 91.64%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $404 | $1,945-79.2% | $2,541-84.1% | $2,471-83.6% |
| Participant deferral / active EE | $3,363 | $3,440-2.2% | $4,167-19.3% | $3,741-10.1% |
| Admin fee / account holder | $2,623 | $5,622-53.3% | $6,797-61.4% | $5,306-50.6% |