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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 | $36,412 | $81,276-55.2% | $155,574-76.6% | $80,925-55.0% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 18.10% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $305 | $3,103-90.2% | $4,676-93.5% | $2,756-89.0% |
| Participant deferral / active EE | $1,516 | $3,453-56.1% | $5,629-73.1% | $4,299-64.7% |
| Admin fee / account holder | $628 | $7,993-92.1% | $15,914-96.1% | $6,940-91.0% |