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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 | $31,942 | $84,236-62.1% | $170,435-81.3% | $70,126-54.5% |
| Participation rate | 39.2% | 70.8%-31.6pp | 83.6%-44.4pp | 69.5%-30.3pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $253 | $3,387-92.5% | $5,432-95.3% | $2,343-89.2% |
| Participant deferral / active EE | $1,375 | $3,086-55.5% | $4,939-72.2% | $3,332-58.7% |
| Admin fee / account holder | $3,170 | $5,698-44.4% | $13,881-77.2% | $4,645-31.8% |