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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 | $27,825 | $48,078-42.1% | $78,676-64.6% | $62,881-55.8% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.6%-18.0pp | 69.3%-13.7pp |
| Annual return | 7.39% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $177 | $2,015-91.2% | $2,850-93.8% | $2,281-92.2% |
| Participant deferral / active EE | $784 | $2,587-69.7% | $3,517-77.7% | $3,203-75.5% |
| Admin fee / account holder | $2,822 | $3,206-12.0% | $4,510-37.4% | $4,296-34.3% |