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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 | $44,820 | $80,985-44.7% | $96,576-53.6% | $75,181-40.4% |
| Participation rate | 38.2% | 71.8%-33.5pp | 76.0%-37.7pp | 67.2%-29.0pp |
| Annual return | 21.47% | 27.05%-5.6pp | 25.87%-4.4pp | 160.69%-139.2pp |
| Employer contribution / active EE | $592 | $2,282-74.1% | $2,965-80.0% | $2,671-77.8% |
| Participant deferral / active EE | $2,811 | $3,929-28.5% | $4,851-42.1% | $4,126-31.9% |
| Admin fee / account holder | $499 | $6,719-92.6% | $8,253-94.0% | $5,650-91.2% |