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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 | $26,403 | $72,012-63.3% | $185,827-85.8% | $79,858-66.9% |
| Participation rate | 43.2% | 65.8%-22.5pp | 78.0%-34.8pp | 69.6%-26.4pp |
| Annual return | 12.71% | 23.12%-10.4pp | 35.96%-23.2pp | 31.72%-19.0pp |
| Employer contribution / active EE | $192 | $1,965-90.2% | $4,087-95.3% | $2,471-92.2% |
| Participant deferral / active EE | $1,864 | $3,779-50.7% | $5,633-66.9% | $3,740-50.2% |
| Admin fee / account holder | $5,059 | $4,513+12.1% | $9,502-46.8% | $5,306-4.6% |