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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 | $25,669 | $65,364-60.7% | $92,909-72.4% | $72,975-64.8% |
| Participation rate | 47.6% | 68.3%-20.7pp | 76.0%-28.4pp | 69.5%-21.9pp |
| Annual return | 22.36% | 42.11%-19.8pp | 109.44%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $290 | $2,594-88.8% | $3,653-92.1% | $2,440-88.1% |
| Participant deferral / active EE | $1,671 | $3,128-46.6% | $4,238-60.6% | $3,608-53.7% |
| Admin fee / account holder | $1,596 | $4,251-62.5% | $5,795-72.5% | $5,124-68.9% |