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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 | $30,822 | $86,949-64.6% | $102,460-69.9% | $80,959-61.9% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.7%-9.1pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $244 | $2,370-89.7% | $3,025-91.9% | $2,757-91.2% |
| Participant deferral / active EE | $2,782 | $4,121-32.5% | $5,056-45.0% | $4,300-35.3% |
| Admin fee / account holder | $334 | $8,048-95.9% | $9,460-96.5% | $6,925-95.2% |