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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 | $57,023 | $95,404-40.2% | $113,397-49.7% | $82,637-31.0% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 13.63% | 19.08%-5.4pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $391 | $2,307-83.0% | $2,977-86.9% | $2,552-84.7% |
| Participant deferral / active EE | $2,499 | $4,220-40.8% | $5,076-50.8% | $4,126-39.4% |
| Admin fee / account holder | $1,097 | $9,168-88.0% | $11,957-90.8% | $7,339-85.1% |