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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 | $28,993 | $76,551-62.1% | $123,894-76.6% | $62,881-53.9% |
| Participation rate | 45.2% | 73.0%-27.8pp | 81.4%-36.2pp | 69.3%-24.1pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $435 | $2,882-84.9% | $4,617-90.6% | $2,281-80.9% |
| Participant deferral / active EE | $2,867 | $4,840-40.8% | $5,984-52.1% | $3,203-10.5% |
| Admin fee / account holder | $2,614 | $4,826-45.8% | $8,357-68.7% | $4,296-39.2% |