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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 | $29,814 | $48,078-38.0% | $78,676-62.1% | $62,881-52.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 10.10% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $203 | $2,015-89.9% | $2,850-92.9% | $2,281-91.1% |
| Participant deferral / active EE | $994 | $2,587-61.6% | $3,517-71.7% | $3,203-69.0% |
| Admin fee / account holder | $1,977 | $3,206-38.3% | $4,510-56.2% | $4,296-54.0% |