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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 | $27,547 | $56,060-50.9% | $76,002-63.8% | $80,874-65.9% |
| Participation rate | 26.5% | 62.0%-35.6pp | 69.1%-42.6pp | 67.6%-41.2pp |
| Annual return | 15.58% | 20.54%-5.0pp | 360.07%-344.5pp | 35.62%-20.0pp |
| Employer contribution / active EE | $352 | $1,873-81.2% | $2,688-86.9% | $2,756-87.2% |
| Participant deferral / active EE | $1,114 | $3,051-63.5% | $4,257-73.8% | $4,297-74.1% |
| Admin fee / account holder | $1,836 | $5,237-65.0% | $6,414-71.4% | $6,935-73.5% |