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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 | $27,526 | $91,198-69.8% | $178,503-84.6% | $79,856-65.5% |
| Participation rate | 43.3% | 69.2%-25.9pp | 81.9%-38.6pp | 69.6%-26.3pp |
| Annual return | 22.05% | 24.20%-2.1pp | 151.12%-129.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $316 | $3,257-90.3% | $5,011-93.7% | $2,471-87.2% |
| Participant deferral / active EE | $2,086 | $3,237-35.5% | $5,202-59.9% | $3,741-44.2% |
| Admin fee / account holder | $5,226 | $6,748-22.6% | $13,987-62.6% | $5,306-1.5% |