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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 | $24,743 | $52,580-52.9% | $71,671-65.5% | $70,126-64.7% |
| Participation rate | 36.8% | 60.9%-24.0pp | 68.7%-31.9pp | 69.5%-32.7pp |
| Annual return | 17.32% | 20.25%-2.9pp | 20.65%-3.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $189 | $1,616-88.3% | $2,460-92.3% | $2,343-91.9% |
| Participant deferral / active EE | $993 | $2,386-58.4% | $3,438-71.1% | $3,332-70.2% |
| Admin fee / account holder | $10,533 | $3,653+188.4% | $5,558+89.5% | $4,645+126.7% |