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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 | $26,927 | $77,638-65.3% | $156,551-82.8% | $62,881-57.2% |
| Participation rate | 21.1% | 71.2%-50.1pp | 84.0%-63.0pp | 69.3%-48.3pp |
| Annual return | 7.00% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $293 | $3,444-91.5% | $5,501-94.7% | $2,281-87.1% |
| Participant deferral / active EE | $897 | $3,046-70.5% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $3,011 | $5,561-45.9% | $13,028-76.9% | $4,296-29.9% |