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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 | $12,625 | $43,075-70.7% | $74,577-83.1% | $62,881-79.9% |
| Participation rate | 30.3% | 58.1%-27.7pp | 68.1%-37.8pp | 69.3%-39.0pp |
| Annual return | 6.77% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $154 | $1,498-89.7% | $2,525-93.9% | $2,281-93.3% |
| Participant deferral / active EE | $2,540 | $2,389+6.3% | $3,458-26.6% | $3,203-20.7% |
| Admin fee / account holder | $10,186 | $2,840+258.7% | $4,138+146.2% | $4,296+137.1% |