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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 | $36,920 | $89,367-58.7% | $141,191-73.9% | $72,975-49.4% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.3pp | 69.5%-16.3pp |
| Annual return | 21.30% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $444 | $3,115-85.7% | $4,736-90.6% | $2,440-81.8% |
| Participant deferral / active EE | $2,727 | $5,419-49.7% | $6,710-59.4% | $3,608-24.4% |
| Admin fee / account holder | $2,826 | $5,957-52.6% | $10,264-72.5% | $5,124-44.8% |