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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 | $26,072 | $81,331-67.9% | $155,534-83.2% | $80,935-67.8% |
| Participation rate | 52.3% | 66.3%-14.0pp | 78.2%-25.9pp | 67.7%-15.4pp |
| Annual return | 13.05% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $318 | $3,105-89.8% | $4,675-93.2% | $2,757-88.5% |
| Participant deferral / active EE | $1,715 | $3,454-50.4% | $5,630-69.5% | $4,299-60.1% |
| Admin fee / account holder | $1,732 | $7,999-78.3% | $15,900-89.1% | $6,924-75.0% |