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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 | $26,282 | $57,828-54.6% | $117,039-77.5% | $70,126-62.5% |
| Participation rate | 42.6% | 67.1%-24.6pp | 77.2%-34.6pp | 69.5%-27.0pp |
| Annual return | 15.92% | 17.55%-1.6pp | 18.95%-3.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $291 | $1,816-84.0% | $3,785-92.3% | $2,343-87.6% |
| Participant deferral / active EE | $1,265 | $2,438-48.1% | $3,929-67.8% | $3,332-62.0% |
| Admin fee / account holder | $514 | $3,548-85.5% | $5,974-91.4% | $4,645-88.9% |