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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 | $39,777 | $100,194-60.3% | $122,979-67.7% | $86,983-54.3% |
| Participation rate | 69.4% | 73.0%-3.6pp | 77.2%-7.8pp | 69.5%-0.2pp |
| Annual return | 12.22% | 16.47%-4.3pp | 20.12%-7.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $500 | $2,326-78.5% | $3,062-83.7% | $2,584-80.7% |
| Participant deferral / active EE | $1,925 | $4,133-53.4% | $5,003-61.5% | $4,194-54.1% |
| Admin fee / account holder | $3,700 | $10,148-63.5% | $12,864-71.2% | $7,856-52.9% |