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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 | $31,569 | $106,864-70.5% | $147,318-78.6% | $82,637-61.8% |
| Participation rate | 44.7% | 75.5%-30.8pp | 82.1%-37.4pp | 68.1%-23.4pp |
| Annual return | 27.91% | 27.49%+0.4pp | 70.43%-42.5pp | 53.51%-25.6pp |
| Employer contribution / active EE | $417 | $3,417-87.8% | $4,593-90.9% | $2,552-83.7% |
| Participant deferral / active EE | $3,236 | $6,496-50.2% | $7,906-59.1% | $4,126-21.6% |
| Admin fee / account holder | $1,411 | $8,415-83.2% | $13,708-89.7% | $7,339-80.8% |