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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 | $24,698 | $57,828-57.3% | $117,039-78.9% | $70,126-64.8% |
| Participation rate | 32.7% | 67.1%-34.4pp | 77.2%-44.5pp | 69.5%-36.8pp |
| Annual return | 21.79% | 17.55%+4.2pp | 18.95%+2.8pp | 73.15%-51.4pp |
| Employer contribution / active EE | $486 | $1,816-73.2% | $3,785-87.2% | $2,343-79.3% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $966 | $3,548-72.8% | $5,974-83.8% | $4,645-79.2% |