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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 | $25,582 | $50,554-49.4% | $67,681-62.2% | $87,485-70.8% |
| Participation rate | 45.8% | 67.7%-21.9pp | 73.7%-27.9pp | 68.9%-23.1pp |
| Annual return | 11.05% | 17.81%-6.8pp | 590.58%-579.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $378 | $1,988-81.0% | $2,678-85.9% | $2,596-85.5% |
| Participant deferral / active EE | $961 | $2,961-67.5% | $3,976-75.8% | $4,274-77.5% |
| Admin fee / account holder | $4,993 | $4,132+20.8% | $6,100-18.1% | $7,775-35.8% |