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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 | $32,636 | $57,828-43.6% | $117,039-72.1% | $70,124-53.5% |
| Participation rate | 66.7% | 67.1%-0.5pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 17.25% | 17.55%-0.3pp | 18.95%-1.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $306 | $1,816-83.2% | $3,785-91.9% | $2,342-87.0% |
| Participant deferral / active EE | $1,385 | $2,438-43.2% | $3,929-64.8% | $3,332-58.4% |
| Admin fee / account holder | $2,421 | $3,548-31.8% | $5,974-59.5% | $4,645-47.9% |