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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 | $35,398 | $86,949-59.3% | $102,460-65.5% | $80,959-56.3% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.7%-34.8pp |
| Annual return | 17.18% | 18.89%-1.7pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $492 | $2,370-79.2% | $3,025-83.7% | $2,757-82.1% |
| Participant deferral / active EE | $2,478 | $4,121-39.9% | $5,056-51.0% | $4,300-42.4% |
| Admin fee / account holder | $3,998 | $8,048-50.3% | $9,460-57.7% | $6,925-42.3% |