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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 | $22,350 | $81,358-72.5% | $155,556-85.6% | $80,959-72.4% |
| Participation rate | 36.8% | 66.3%-29.4pp | 78.2%-41.4pp | 67.7%-30.8pp |
| Annual return | 11.51% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $219 | $3,106-93.0% | $4,675-95.3% | $2,757-92.1% |
| Participant deferral / active EE | $1,318 | $3,455-61.9% | $5,631-76.6% | $4,300-69.4% |
| Admin fee / account holder | $6,524 | $7,994-18.4% | $15,885-58.9% | $6,925-5.8% |