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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 | $22,907 | $63,365-63.8% | $91,994-75.1% | $72,975-68.6% |
| Participation rate | 36.4% | 72.5%-36.1pp | 78.6%-42.3pp | 69.5%-33.1pp |
| Annual return | 22.81% | 35.35%-12.5pp | 69.04%-46.2pp | 81.01%-58.2pp |
| Employer contribution / active EE | $247 | $2,116-88.3% | $3,453-92.8% | $2,440-89.9% |
| Participant deferral / active EE | $4,583 | $4,883-6.2% | $5,924-22.6% | $3,608+27.0% |
| Admin fee / account holder | $4,899 | $4,670+4.9% | $7,744-36.7% | $5,124-4.4% |