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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 | $27,408 | $76,551-64.2% | $123,894-77.9% | $62,881-56.4% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 7.74% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $23 | $2,882-99.2% | $4,617-99.5% | $2,281-99.0% |
| Participant deferral / active EE | $5,421 | $4,840+12.0% | $5,984-9.4% | $3,203+69.3% |
| Admin fee / account holder | $4,592 | $4,826-4.8% | $8,357-45.1% | $4,296+6.9% |