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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 | $13,305 | $48,078-72.3% | $78,676-83.1% | $62,881-78.8% |
| Participation rate | 41.1% | 65.2%-24.1pp | 73.6%-32.5pp | 69.3%-28.2pp |
| Annual return | 7.68% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $124 | $2,015-93.9% | $2,850-95.7% | $2,281-94.6% |
| Participant deferral / active EE | $1,024 | $2,587-60.4% | $3,517-70.9% | $3,203-68.0% |
| Admin fee / account holder | $4,834 | $3,206+50.8% | $4,510+7.2% | $4,296+12.5% |