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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 | $24,607 | $57,828-57.4% | $117,039-79.0% | $70,126-64.9% |
| Participation rate | 40.0% | 67.1%-27.1pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 17.38% | 17.55%-0.2pp | 18.95%-1.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $191 | $1,816-89.5% | $3,785-95.0% | $2,343-91.9% |
| Participant deferral / active EE | $1,802 | $2,438-26.1% | $3,929-54.1% | $3,332-45.9% |
| Admin fee / account holder | $398 | $3,548-88.8% | $5,974-93.3% | $4,645-91.4% |