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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 | $21,626 | $47,944-54.9% | $67,834-68.1% | $62,881-65.6% |
| Participation rate | 64.0% | 61.1%+2.9pp | 68.8%-4.8pp | 69.3%-5.3pp |
| Annual return | 5.08% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $87 | $1,562-94.5% | $2,403-96.4% | $2,281-96.2% |
| Participant deferral / active EE | $1,710 | $2,247-23.9% | $3,160-45.9% | $3,203-46.6% |
| Admin fee / account holder | $1,765 | $3,712-52.5% | $4,622-61.8% | $4,296-58.9% |