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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 | $27,928 | $77,638-64.0% | $156,551-82.2% | $62,881-55.6% |
| Participation rate | 53.0% | 71.2%-18.2pp | 84.0%-31.0pp | 69.3%-16.3pp |
| Annual return | 7.01% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $358 | $3,444-89.6% | $5,501-93.5% | $2,281-84.3% |
| Participant deferral / active EE | $1,111 | $3,046-63.5% | $4,871-77.2% | $3,203-65.3% |
| Admin fee / account holder | $701 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |