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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 | $31,338 | $91,559-65.8% | $133,971-76.6% | $79,852-60.8% |
| Participation rate | 45.6% | 73.3%-27.8pp | 79.8%-34.3pp | 69.6%-24.1pp |
| Annual return | 16.53% | 61.85%-45.3pp | 45.09%-28.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $97 | $2,384-95.9% | $3,919-97.5% | $2,471-96.1% |
| Participant deferral / active EE | $2,448 | $3,734-34.4% | $5,047-51.5% | $3,740-34.6% |
| Admin fee / account holder | $2,214 | $6,321-65.0% | $8,929-75.2% | $5,306-58.3% |