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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 | $26,396 | $72,012-63.3% | $185,827-85.8% | $79,858-66.9% |
| Participation rate | 31.3% | 65.8%-34.5pp | 78.0%-46.8pp | 69.6%-38.4pp |
| Annual return | 17.50% | 23.12%-5.6pp | 35.96%-18.5pp | 31.72%-14.2pp |
| Employer contribution / active EE | $221 | $1,965-88.7% | $4,087-94.6% | $2,471-91.0% |
| Participant deferral / active EE | $3,634 | $3,779-3.8% | $5,633-35.5% | $3,740-2.8% |
| Admin fee / account holder | $6,647 | $4,513+47.3% | $9,502-30.0% | $5,306+25.3% |