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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 | $26,709 | $91,198-70.7% | $178,503-85.0% | $79,856-66.6% |
| Participation rate | 44.2% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 12.50% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $332 | $3,257-89.8% | $5,011-93.4% | $2,471-86.6% |
| Participant deferral / active EE | $1,288 | $3,237-60.2% | $5,202-75.2% | $3,741-65.6% |
| Admin fee / account holder | $10,961 | $6,748+62.4% | $13,987-21.6% | $5,306+106.6% |