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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 | $27,830 | $77,638-64.2% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 52.3% | 71.2%-18.9pp | 84.0%-31.7pp | 69.3%-17.0pp |
| Annual return | 9.83% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $162 | $3,444-95.3% | $5,501-97.1% | $2,281-92.9% |
| Participant deferral / active EE | $857 | $3,046-71.9% | $4,871-82.4% | $3,203-73.2% |
| Admin fee / account holder | $761 | $5,561-86.3% | $13,028-94.2% | $4,296-82.3% |