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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 | $29,531 | $54,541-45.9% | $78,778-62.5% | $70,126-57.9% |
| Participation rate | 33.8% | 60.8%-27.0pp | 69.2%-35.4pp | 69.5%-35.7pp |
| Annual return | 17.99% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $32 | $1,089-97.0% | $1,986-98.4% | $2,343-98.6% |
| Participant deferral / active EE | $1,249 | $2,210-43.5% | $2,958-57.8% | $3,332-62.5% |
| Admin fee / account holder | $2,001 | $3,709-46.0% | $5,134-61.0% | $4,645-56.9% |