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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 | $38,460 | $47,848-19.6% | $81,473-52.8% | $70,124-45.2% |
| Participation rate | 27.6% | 58.3%-30.7pp | 68.0%-40.4pp | 69.5%-42.0pp |
| Annual return | 17.88% | 27.25%-9.4pp | 38.78%-20.9pp | 73.14%-55.3pp |
| Employer contribution / active EE | $200 | $1,527-86.9% | $2,568-92.2% | $2,342-91.4% |
| Participant deferral / active EE | $805 | $2,453-67.2% | $3,537-77.2% | $3,332-75.8% |
| Admin fee / account holder | $11,904 | $3,145+278.5% | $4,561+161.0% | $4,645+156.2% |