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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 | $28,908 | $46,877-38.3% | $122,354-76.4% | $70,124-58.8% |
| Participation rate | 27.0% | 58.2%-31.2pp | 71.6%-44.7pp | 69.5%-42.6pp |
| Annual return | 16.25% | 24.22%-8.0pp | 30.28%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $81 | $1,288-93.7% | $4,051-98.0% | $2,342-96.5% |
| Participant deferral / active EE | $918 | $2,167-57.7% | $3,287-72.1% | $3,332-72.5% |
| Admin fee / account holder | $342 | $3,324-89.7% | $5,479-93.8% | $4,645-92.6% |