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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 | $38,957 | $67,606-42.4% | $82,313-52.7% | $70,131-44.5% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.6pp |
| Annual return | 18.63% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $126 | $1,755-92.8% | $2,428-94.8% | $2,342-94.6% |
| Participant deferral / active EE | $1,938 | $2,987-35.1% | $3,706-47.7% | $3,332-41.8% |
| Admin fee / account holder | $3,450 | $4,512-23.5% | $5,608-38.5% | $4,645-25.7% |