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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 | $49,239-51.8% | $70,462-66.3% | $79,858-70.3% |
| Participation rate | 31.0% | 69.2%-38.2pp | 75.1%-44.1pp | 69.6%-38.7pp |
| Annual return | 20.50% | 30.08%-9.6pp | 109.08%-88.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $155 | $2,100-92.6% | $2,737-94.3% | $2,471-93.7% |
| Participant deferral / active EE | $1,316 | $2,769-52.5% | $3,710-64.5% | $3,740-64.8% |
| Admin fee / account holder | $462 | $2,876-83.9% | $3,845-88.0% | $5,306-91.3% |