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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 | $24,585 | $81,358-69.8% | $155,556-84.2% | $80,959-69.6% |
| Participation rate | 39.6% | 66.3%-26.6pp | 78.2%-38.6pp | 67.7%-28.0pp |
| Annual return | 12.62% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $367 | $3,106-88.2% | $4,675-92.2% | $2,757-86.7% |
| Participant deferral / active EE | $996 | $3,455-71.2% | $5,631-82.3% | $4,300-76.8% |
| Admin fee / account holder | $4,522 | $7,994-43.4% | $15,885-71.5% | $6,925-34.7% |