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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 | $23,004 | $84,236-72.7% | $170,435-86.5% | $70,126-67.2% |
| Participation rate | 58.3% | 70.8%-12.5pp | 83.6%-25.3pp | 69.5%-11.2pp |
| Annual return | 18.02% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $338 | $3,387-90.0% | $5,432-93.8% | $2,343-85.6% |
| Participant deferral / active EE | $952 | $3,086-69.2% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $2,358 | $5,698-58.6% | $13,881-83.0% | $4,645-49.2% |