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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 | $29,701 | $99,633-70.2% | $183,328-83.8% | $82,448-64.0% |
| Participation rate | 30.2% | 70.8%-40.6pp | 77.3%-47.2pp | 68.1%-37.9pp |
| Annual return | 20.53% | 17.84%+2.7pp | 29.67%-9.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $126 | $3,256-96.1% | $5,055-97.5% | $2,551-95.1% |
| Participant deferral / active EE | $3,557 | $4,938-28.0% | $6,795-47.6% | $4,139-14.1% |
| Admin fee / account holder | $1,305 | $9,934-86.9% | $21,427-93.9% | $7,234-82.0% |