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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 | $20,867 | $52,580-60.3% | $71,671-70.9% | $70,124-70.2% |
| Participation rate | 26.9% | 60.9%-34.0pp | 68.7%-41.9pp | 69.5%-42.7pp |
| Annual return | 12.90% | 20.25%-7.4pp | 20.65%-7.8pp | 73.14%-60.2pp |
| Employer contribution / active EE | $48 | $1,616-97.0% | $2,460-98.1% | $2,342-98.0% |
| Participant deferral / active EE | $1,148 | $2,386-51.9% | $3,438-66.6% | $3,332-65.5% |
| Admin fee / account holder | $472 | $3,653-87.1% | $5,558-91.5% | $4,645-89.8% |