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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 | $25,046 | $45,041-44.4% | $63,003-60.2% | $70,131-64.3% |
| Participation rate | 44.1% | 69.5%-25.4pp | 74.8%-30.7pp | 69.5%-25.4pp |
| Annual return | 18.23% | 18.76%-0.5pp | 87.59%-69.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $231 | $2,052-88.7% | $2,760-91.6% | $2,342-90.1% |
| Participant deferral / active EE | $1,631 | $2,465-33.9% | $3,329-51.0% | $3,332-51.1% |
| Admin fee / account holder | $432 | $2,836-84.8% | $3,600-88.0% | $4,645-90.7% |