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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 | $17,953 | $81,358-77.9% | $155,556-88.5% | $80,959-77.8% |
| Participation rate | 39.1% | 66.3%-27.2pp | 78.2%-39.1pp | 67.7%-28.6pp |
| Annual return | 11.36% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $145 | $3,106-95.3% | $4,675-96.9% | $2,757-94.7% |
| Participant deferral / active EE | $1,850 | $3,455-46.5% | $5,631-67.1% | $4,300-57.0% |
| Admin fee / account holder | $1,915 | $7,994-76.0% | $15,885-87.9% | $6,925-72.3% |