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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 | $24,686 | $81,358-69.7% | $155,556-84.1% | $80,959-69.5% |
| Participation rate | 12.3% | 66.3%-53.9pp | 78.2%-65.9pp | 67.7%-55.3pp |
| Annual return | 16.79% | 33.39%-16.6pp | 64.84%-48.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $337 | $3,106-89.1% | $4,675-92.8% | $2,757-87.8% |
| Participant deferral / active EE | $1,234 | $3,455-64.3% | $5,631-78.1% | $4,300-71.3% |
| Admin fee / account holder | $10,997 | $7,994+37.6% | $15,885-30.8% | $6,925+58.8% |