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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 | $35,411 | $81,476-56.5% | $102,383-65.4% | $80,925-56.2% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 13.45% | 25.59%-12.1pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $738 | $3,105-76.2% | $3,870-80.9% | $2,756-73.2% |
| Participant deferral / active EE | $1,919 | $3,871-50.4% | $5,060-62.1% | $4,299-55.4% |
| Admin fee / account holder | $743 | $6,717-88.9% | $8,391-91.1% | $6,940-89.3% |