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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 | $27,869 | $80,983-65.6% | $96,544-71.1% | $75,177-62.9% |
| Participation rate | 45.3% | 71.8%-26.5pp | 76.0%-30.7pp | 67.2%-21.9pp |
| Annual return | 13.31% | 27.05%-13.7pp | 25.88%-12.6pp | 160.75%-147.4pp |
| Employer contribution / active EE | $359 | $2,282-84.3% | $2,966-87.9% | $2,671-86.6% |
| Participant deferral / active EE | $2,142 | $3,929-45.5% | $4,851-55.9% | $4,126-48.1% |
| Admin fee / account holder | $408 | $6,717-93.9% | $8,254-95.1% | $5,651-92.8% |