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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 | $43,497 | $53,774-19.1% | $134,162-67.6% | $79,852-45.5% |
| Participation rate | 35.1% | 58.8%-23.7pp | 72.2%-37.1pp | 69.6%-34.6pp |
| Annual return | 16.70% | 19.01%-2.3pp | 36.35%-19.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $89 | $1,322-93.3% | $3,705-97.6% | $2,471-96.4% |
| Participant deferral / active EE | $1,413 | $2,420-41.6% | $3,500-59.6% | $3,740-62.2% |
| Admin fee / account holder | $4,143 | $3,985+4.0% | $6,685-38.0% | $5,306-21.9% |