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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 | $106,524-75.0% | $152,301-82.5% | $87,485-69.6% |
| Participation rate | 27.0% | 75.8%-48.8pp | 82.4%-55.5pp | 68.9%-41.9pp |
| Annual return | 15.92% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $124 | $3,371-96.3% | $4,624-97.3% | $2,596-95.2% |
| Participant deferral / active EE | $2,824 | $6,525-56.7% | $8,004-64.7% | $4,274-33.9% |
| Admin fee / account holder | $6,743 | $8,287-18.6% | $14,398-53.2% | $7,775-13.3% |