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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 | $24,862 | $45,050-44.8% | $63,018-60.5% | $70,126-64.5% |
| Participation rate | 15.6% | 69.5%-53.9pp | 74.8%-59.2pp | 69.5%-53.9pp |
| Annual return | 18.11% | 18.76%-0.7pp | 87.62%-69.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $195 | $2,052-90.5% | $2,761-92.9% | $2,343-91.7% |
| Participant deferral / active EE | $2,691 | $2,466+9.1% | $3,330-19.2% | $3,332-19.2% |
| Admin fee / account holder | $1,614 | $2,834-43.1% | $3,601-55.2% | $4,645-65.3% |