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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 | $25,445 | $78,027-67.4% | $178,528-85.7% | $80,925-68.6% |
| Participation rate | 58.7% | 65.7%-7.0pp | 77.1%-18.4pp | 67.7%-9.0pp |
| Annual return | 22.21% | 18.09%+4.1pp | 27.11%-4.9pp | 35.65%-13.4pp |
| Employer contribution / active EE | $22 | $2,281-99.0% | $3,950-99.4% | $2,756-99.2% |
| Participant deferral / active EE | $2,462 | $4,408-44.1% | $6,278-60.8% | $4,299-42.7% |
| Admin fee / account holder | $8,701 | $7,168+21.4% | $10,419-16.5% | $6,940+25.4% |