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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 | $31,410 | $45,312-30.7% | $86,233-63.6% | $67,986-53.8% |
| Participation rate | 21.4% | 42.4%-21.1pp | 69.0%-47.7pp | 57.2%-35.8pp |
| Annual return | 34.94% | 24.79%+10.2pp | 61.39%-26.4pp | 31.67%+3.3pp |
| Employer contribution / active EE | $101 | $1,160-91.3% | $2,504-96.0% | $2,019-95.0% |
| Participant deferral / active EE | $2,837 | $2,185+29.9% | $4,559-37.8% | $3,358-15.5% |
| Admin fee / account holder | $5,770 | $3,295+75.1% | $8,342-30.8% | $3,203+80.1% |