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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 | $29,870 | $58,828-49.2% | $78,002-61.7% | $62,881-52.5% |
| Participation rate | 52.2% | 71.1%-18.8pp | 75.5%-23.3pp | 69.3%-17.1pp |
| Annual return | 12.76% | 17.16%-4.4pp | 425.99%-413.2pp | 20.14%-7.4pp |
| Employer contribution / active EE | $147 | $1,672-91.2% | $2,470-94.0% | $2,281-93.5% |
| Participant deferral / active EE | $1,840 | $2,686-31.5% | $3,497-47.4% | $3,203-42.6% |
| Admin fee / account holder | $1,820 | $4,393-58.6% | $5,481-66.8% | $4,296-57.6% |