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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 | $40,700 | $67,602-39.8% | $82,312-50.6% | $70,126-42.0% |
| Participation rate | 42.6% | 72.8%-30.2pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 18.38% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $156 | $1,755-91.1% | $2,428-93.6% | $2,343-93.4% |
| Participant deferral / active EE | $1,713 | $2,987-42.6% | $3,706-53.8% | $3,332-48.6% |
| Admin fee / account holder | $595 | $4,512-86.8% | $5,608-89.4% | $4,645-87.2% |