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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 | $34,483 | $57,828-40.4% | $117,039-70.5% | $70,126-50.8% |
| Participation rate | 60.2% | 67.1%-6.9pp | 77.2%-17.0pp | 69.5%-9.3pp |
| Annual return | 12.91% | 17.55%-4.6pp | 18.95%-6.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $438 | $1,816-75.9% | $3,785-88.4% | $2,343-81.3% |
| Participant deferral / active EE | $1,736 | $2,438-28.8% | $3,929-55.8% | $3,332-47.9% |
| Admin fee / account holder | $2,878 | $3,548-18.9% | $5,974-51.8% | $4,645-38.0% |