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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 | $31,185 | $118,496-73.7% | $98,461-68.3% | $139,466-77.6% |
| Participation rate | 37.5% | 77.5%-40.0pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 12.40% | 18.96%-6.6pp | 21.17%-8.8pp | 373.66%-361.3pp |
| Employer contribution / active EE | $110 | $3,611-97.0% | $3,049-96.4% | $4,754-97.7% |
| Participant deferral / active EE | $3,757 | $5,393-30.3% | $4,738-20.7% | $6,712-44.0% |
| Admin fee / account holder | $4,390 | $14,056-68.8% | $8,961-51.0% | $11,409-61.5% |