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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 | $22,042 | $48,337-54.4% | $67,560-67.4% | $80,959-72.8% |
| Participation rate | 26.1% | 66.4%-40.3pp | 72.9%-46.8pp | 67.7%-41.6pp |
| Annual return | 27.10% | 18.26%+8.8pp | 3533.50%-3506.4pp | 35.67%-8.6pp |
| Employer contribution / active EE | $132 | $2,023-93.5% | $2,737-95.2% | $2,757-95.2% |
| Participant deferral / active EE | $890 | $2,928-69.6% | $4,004-77.8% | $4,300-79.3% |
| Admin fee / account holder | $4,009 | $3,695+8.5% | $3,994+0.4% | $6,925-42.1% |