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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 | $38,478 | $86,922-55.7% | $102,438-62.4% | $80,874-52.4% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.0pp |
| Annual return | 10.76% | 18.90%-8.1pp | 29.37%-18.6pp | 35.62%-24.9pp |
| Employer contribution / active EE | $432 | $2,369-81.8% | $3,024-85.7% | $2,756-84.3% |
| Participant deferral / active EE | $3,050 | $4,119-25.9% | $5,054-39.6% | $4,297-29.0% |
| Admin fee / account holder | $5,311 | $8,050-34.0% | $9,448-43.8% | $6,935-23.4% |