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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 | $23,716 | $49,255-51.8% | $70,494-66.4% | $79,856-70.3% |
| Participation rate | 31.0% | 69.2%-38.2pp | 75.1%-44.1pp | 69.6%-38.7pp |
| Annual return | 20.50% | 30.10%-9.6pp | 109.16%-88.7pp | 31.71%-11.2pp |
| Employer contribution / active EE | $155 | $2,100-92.6% | $2,738-94.3% | $2,471-93.7% |
| Participant deferral / active EE | $1,316 | $2,768-52.5% | $3,711-64.5% | $3,741-64.8% |
| Admin fee / account holder | $462 | $2,879-83.9% | $3,848-88.0% | $5,306-91.3% |