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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 | $25,952 | $76,371-66.0% | $93,621-72.3% | $72,975-64.4% |
| Participation rate | 44.0% | 71.8%-27.8pp | 75.8%-31.8pp | 69.5%-25.5pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $327 | $2,276-85.6% | $2,719-88.0% | $2,440-86.6% |
| Participant deferral / active EE | $2,106 | $3,538-40.5% | $4,070-48.3% | $3,608-41.6% |
| Admin fee / account holder | $847 | $6,839-87.6% | $7,890-89.3% | $5,124-83.5% |