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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 | $21,936 | $63,949-65.7% | $129,031-83.0% | $94,015-76.7% |
| Participation rate | 20.0% | 63.4%-43.4pp | 73.4%-53.4pp | 70.8%-50.8pp |
| Annual return | 12.60% | 17.56%-5.0pp | 34.67%-22.1pp | 17.84%-5.2pp |
| Employer contribution / active EE | $135 | $1,865-92.8% | $3,226-95.8% | $2,790-95.2% |
| Participant deferral / active EE | $2,745 | $3,686-25.5% | $5,217-47.4% | $4,249-35.4% |
| Admin fee / account holder | $5,216 | $5,523-5.6% | $13,208-60.5% | $8,951-41.7% |