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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 | $22,438 | $51,708-56.6% | $106,619-79.0% | $62,881-64.3% |
| Participation rate | 38.5% | 66.9%-28.4pp | 78.0%-39.5pp | 69.3%-30.8pp |
| Annual return | 10.29% | 4.69%+5.6pp | 9.42%+0.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $271 | $1,764-84.6% | $3,947-93.1% | $2,281-88.1% |
| Participant deferral / active EE | $1,277 | $2,315-44.9% | $3,930-67.5% | $3,203-60.1% |
| Admin fee / account holder | $2,987 | $3,349-10.8% | $6,418-53.5% | $4,296-30.5% |