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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 | $24,746 | $45,087-45.1% | $69,483-64.4% | $72,976-66.1% |
| Participation rate | 45.1% | 68.5%-23.4pp | 74.6%-29.5pp | 69.5%-24.4pp |
| Annual return | 63.84% | 22.67%+41.2pp | 28.99%+34.9pp | 81.02%-17.2pp |
| Employer contribution / active EE | $177 | $2,055-91.4% | $2,780-93.6% | $2,440-92.7% |
| Participant deferral / active EE | $2,008 | $2,603-22.9% | $3,537-43.2% | $3,608-44.4% |
| Admin fee / account holder | $483 | $3,057-84.2% | $3,841-87.4% | $5,124-90.6% |