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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 | $26,497 | $84,233-68.5% | $170,436-84.5% | $70,131-62.2% |
| Participation rate | 49.1% | 70.8%-21.8pp | 83.6%-34.5pp | 69.5%-20.5pp |
| Annual return | 19.58% | 23.06%-3.5pp | 205.94%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $215 | $3,387-93.7% | $5,433-96.0% | $2,342-90.8% |
| Participant deferral / active EE | $870 | $3,086-71.8% | $4,939-82.4% | $3,332-73.9% |
| Admin fee / account holder | $2,669 | $5,698-53.2% | $13,880-80.8% | $4,645-42.5% |