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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 | $29,938 | $47,848-37.4% | $81,478-63.3% | $70,131-57.3% |
| Participation rate | 22.7% | 58.3%-35.5pp | 68.0%-45.2pp | 69.5%-46.8pp |
| Annual return | 16.78% | 27.25%-10.5pp | 38.78%-22.0pp | 73.14%-56.4pp |
| Employer contribution / active EE | $125 | $1,527-91.8% | $2,568-95.1% | $2,342-94.7% |
| Participant deferral / active EE | $784 | $2,453-68.1% | $3,537-77.8% | $3,332-76.5% |
| Admin fee / account holder | $5,457 | $3,145+73.5% | $4,561+19.6% | $4,645+17.5% |