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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 | $26,219 | $81,358-67.8% | $155,556-83.1% | $80,959-67.6% |
| Participation rate | 60.6% | 66.3%-5.7pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 12.42% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $128 | $3,106-95.9% | $4,675-97.3% | $2,757-95.3% |
| Participant deferral / active EE | $1,282 | $3,455-62.9% | $5,631-77.2% | $4,300-70.2% |
| Admin fee / account holder | $894 | $7,994-88.8% | $15,885-94.4% | $6,925-87.1% |