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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 | $25,749 | $51,620-50.1% | $90,304-71.5% | $65,185-60.5% |
| Participation rate | 24.6% | 68.6%-44.1pp | 73.3%-48.7pp | 70.2%-45.6pp |
| Annual return | 33.61% | 24.94%+8.7pp | 78.13%-44.5pp | 29.38%+4.2pp |
| Employer contribution / active EE | $224 | $2,235-90.0% | $2,855-92.2% | $2,177-89.7% |
| Participant deferral / active EE | $1,654 | $2,871-42.4% | $3,885-57.4% | $3,514-52.9% |
| Admin fee / account holder | $779 | $384+102.8% | $5,354-85.4% | $847-8.0% |