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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 | $22,653 | $91,167-75.2% | $178,498-87.3% | $79,858-71.6% |
| Participation rate | 44.2% | 69.2%-25.0pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 21.62% | 24.19%-2.6pp | 151.09%-129.5pp | 31.72%-10.1pp |
| Employer contribution / active EE | $266 | $3,255-91.8% | $5,011-94.7% | $2,471-89.2% |
| Participant deferral / active EE | $2,460 | $3,236-24.0% | $5,202-52.7% | $3,740-34.2% |
| Admin fee / account holder | $354 | $6,747-94.8% | $13,985-97.5% | $5,306-93.3% |