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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 | $26,080 | $84,236-69.0% | $170,435-84.7% | $70,126-62.8% |
| Participation rate | 41.9% | 70.8%-28.9pp | 83.6%-41.7pp | 69.5%-27.6pp |
| Annual return | 15.80% | 23.06%-7.3pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $197 | $3,387-94.2% | $5,432-96.4% | $2,343-91.6% |
| Participant deferral / active EE | $2,056 | $3,086-33.4% | $4,939-58.4% | $3,332-38.3% |
| Admin fee / account holder | $320 | $5,698-94.4% | $13,881-97.7% | $4,645-93.1% |