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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 | $26,622 | $106,749-75.1% | $145,433-81.7% | $82,448-67.7% |
| Participation rate | 27.0% | 75.6%-48.7pp | 82.1%-55.1pp | 68.1%-41.1pp |
| Annual return | 15.92% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $124 | $3,444-96.4% | $4,554-97.3% | $2,551-95.1% |
| Participant deferral / active EE | $2,824 | $6,519-56.7% | $7,897-64.2% | $4,139-31.8% |
| Admin fee / account holder | $6,743 | $8,390-19.6% | $13,129-48.6% | $7,234-6.8% |