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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 | $31,555 | $135,956-76.8% | $123,894-74.5% | $273,972-88.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 3.80% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $348 | $5,170-93.3% | $4,617-92.5% | $4,869-92.8% |
| Participant deferral / active EE | $2,277 | $6,343-64.1% | $5,984-62.0% | $5,287-56.9% |
| Admin fee / account holder | $1,724 | $9,817-82.4% | $8,357-79.4% | $10,133-83.0% |