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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 | $33,799 | $72,177-53.2% | $115,037-70.6% | $59,633-43.3% |
| Participation rate | 68.8% | 72.6%-3.8pp | 81.4%-12.6pp | 68.7%+0.1pp |
| Annual return | 9.12% | 12.02%-2.9pp | 26.14%-17.0pp | 2041.40%-2032.3pp |
| Employer contribution / active EE | $223 | $2,841-92.2% | $4,608-95.2% | $2,203-89.9% |
| Participant deferral / active EE | $2,303 | $4,783-51.9% | $6,026-61.8% | $3,192-27.9% |
| Admin fee / account holder | $1,304 | $4,927-73.5% | $8,175-84.1% | $4,297-69.7% |