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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 | $31,875 | $75,541-57.8% | $152,093-79.0% | $82,637-61.4% |
| Participation rate | 28.4% | 66.5%-38.2pp | 77.8%-49.4pp | 68.1%-39.7pp |
| Annual return | 20.55% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $215 | $2,622-91.8% | $4,175-94.9% | $2,552-91.6% |
| Participant deferral / active EE | $1,221 | $3,206-61.9% | $5,451-77.6% | $4,126-70.4% |
| Admin fee / account holder | $3,369 | $6,405-47.4% | $14,497-76.8% | $7,339-54.1% |