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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 | $28,763 | $84,236-65.9% | $170,435-83.1% | $70,126-59.0% |
| Participation rate | 38.9% | 70.8%-31.9pp | 83.6%-44.7pp | 69.5%-30.7pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.94%-188.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $310 | $3,387-90.8% | $5,432-94.3% | $2,343-86.7% |
| Participant deferral / active EE | $2,115 | $3,086-31.4% | $4,939-57.2% | $3,332-36.5% |
| Admin fee / account holder | $2,975 | $5,698-47.8% | $13,881-78.6% | $4,645-36.0% |