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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 | $28,011 | $78,690-64.4% | $161,489-82.7% | $87,485-68.0% |
| Participation rate | 42.4% | 67.5%-25.1pp | 78.7%-36.3pp | 68.9%-26.6pp |
| Annual return | 12.86% | 32.74%-19.9pp | 89.72%-76.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $310 | $2,588-88.0% | $4,268-92.7% | $2,596-88.1% |
| Participant deferral / active EE | $1,102 | $3,311-66.7% | $5,630-80.4% | $4,274-74.2% |
| Admin fee / account holder | $3,856 | $6,724-42.7% | $16,006-75.9% | $7,775-50.4% |