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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 | $28,338 | $76,551-63.0% | $123,894-77.1% | $62,881-54.9% |
| Participation rate | 41.1% | 73.0%-31.9pp | 81.4%-40.3pp | 69.3%-28.2pp |
| Annual return | 24.54% | 18.68%+5.9pp | 47.52%-23.0pp | 20.14%+4.4pp |
| Employer contribution / active EE | $251 | $2,882-91.3% | $4,617-94.6% | $2,281-89.0% |
| Participant deferral / active EE | $2,393 | $4,840-50.6% | $5,984-60.0% | $3,203-25.3% |
| Admin fee / account holder | $3,751 | $4,826-22.3% | $8,357-55.1% | $4,296-12.7% |