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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 | $36,702 | $77,920-52.9% | $149,723-75.5% | $75,177-51.2% |
| Participation rate | 24.6% | 65.6%-41.0pp | 78.8%-54.2pp | 67.2%-42.6pp |
| Annual return | 14.92% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.8pp |
| Employer contribution / active EE | $248 | $3,138-92.1% | $4,821-94.9% | $2,671-90.7% |
| Participant deferral / active EE | $1,012 | $3,411-70.3% | $5,682-82.2% | $4,126-75.5% |
| Admin fee / account holder | $8,137 | $5,951+36.7% | $13,215-38.4% | $5,651+44.0% |