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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 | $31,855 | $67,595-52.9% | $186,193-82.9% | $64,340-50.5% |
| Participation rate | 31.7% | 51.9%-20.2pp | 77.1%-45.4pp | 55.2%-23.5pp |
| Annual return | 19.79% | 17.46%+2.3pp | 78.03%-58.2pp | 24.14%-4.4pp |
| Employer contribution / active EE | $208 | $1,513-86.2% | $3,918-94.7% | $1,862-88.8% |
| Participant deferral / active EE | $1,650 | $3,023-45.4% | $6,513-74.7% | $2,980-44.6% |
| Admin fee / account holder | $2,430 | $5,311-54.2% | $11,058-78.0% | $3,703-34.4% |