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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 | $39,528 | $77,814-49.2% | $158,223-75.0% | $86,983-54.6% |
| Participation rate | 42.2% | 68.4%-26.2pp | 79.2%-37.0pp | 69.5%-27.3pp |
| Annual return | 12.79% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $267 | $2,592-89.7% | $4,109-93.5% | $2,584-89.7% |
| Participant deferral / active EE | $1,169 | $3,270-64.2% | $5,467-78.6% | $4,194-72.1% |
| Admin fee / account holder | $504 | $5,879-91.4% | $16,047-96.9% | $7,856-93.6% |