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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 | $26,586 | $93,598-71.6% | $135,974-80.4% | $75,173-64.6% |
| Participation rate | 58.5% | 75.2%-16.7pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 16.88% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $265 | $3,538-92.5% | $4,859-94.6% | $2,671-90.1% |
| Participant deferral / active EE | $3,194 | $6,405-50.1% | $7,760-58.8% | $4,126-22.6% |
| Admin fee / account holder | $3,675 | $6,978-47.3% | $10,767-65.9% | $5,651-35.0% |