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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 | $31,633 | $75,541-58.1% | $152,093-79.2% | $82,637-61.7% |
| Participation rate | 28.9% | 66.5%-37.7pp | 77.8%-48.9pp | 68.1%-39.2pp |
| Annual return | 14.27% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $317 | $2,622-87.9% | $4,175-92.4% | $2,552-87.6% |
| Participant deferral / active EE | $1,508 | $3,206-53.0% | $5,451-72.3% | $4,126-63.5% |
| Admin fee / account holder | $423 | $6,405-93.4% | $14,497-97.1% | $7,339-94.2% |