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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 | $20,055 | $50,554-60.3% | $67,681-70.4% | $87,485-77.1% |
| Participation rate | 44.8% | 67.7%-22.9pp | 73.7%-28.9pp | 68.9%-24.1pp |
| Annual return | 16.59% | 17.81%-1.2pp | 590.58%-574.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $357 | $1,988-82.1% | $2,678-86.7% | $2,596-86.3% |
| Participant deferral / active EE | $1,110 | $2,961-62.5% | $3,976-72.1% | $4,274-74.0% |
| Admin fee / account holder | $2,023 | $4,132-51.0% | $6,100-66.8% | $7,775-74.0% |