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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 | $36,148 | $92,798-61.0% | $96,707-62.6% | $137,256-73.7% |
| Participation rate | 22.7% | 81.6%-58.9pp | 80.4%-57.6pp | 80.0%-57.2pp |
| Annual return | 16.05% | 31.24%-15.2pp | 34.78%-18.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $841 | $4,147-79.7% | $4,191-79.9% | $4,156-79.8% |
| Participant deferral / active EE | $2,743 | $5,877-53.3% | $5,997-54.3% | $6,407-57.2% |
| Admin fee / account holder | $8,490 | $7,946+6.9% | $7,503+13.2% | $12,270-30.8% |