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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 | $25,048 | $48,337-48.2% | $67,560-62.9% | $80,959-69.1% |
| Participation rate | 69.5% | 66.4%+3.0pp | 72.9%-3.5pp | 67.7%+1.8pp |
| Annual return | 11.59% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $344 | $2,023-83.0% | $2,737-87.4% | $2,757-87.5% |
| Participant deferral / active EE | $1,531 | $2,928-47.7% | $4,004-61.8% | $4,300-64.4% |
| Admin fee / account holder | $1,358 | $3,695-63.2% | $3,994-66.0% | $6,925-80.4% |