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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 | $43,211 | $96,731-55.3% | $123,973-65.1% | $86,983-50.3% |
| Participation rate | 32.0% | 70.0%-38.0pp | 76.7%-44.7pp | 69.5%-37.5pp |
| Annual return | 15.75% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $510 | $3,297-84.5% | $4,126-87.6% | $2,584-80.3% |
| Participant deferral / active EE | $1,873 | $4,152-54.9% | $5,247-64.3% | $4,194-55.3% |
| Admin fee / account holder | $2,815 | $8,722-67.7% | $11,799-76.1% | $7,856-64.2% |