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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 | $24,225 | $65,364-62.9% | $92,909-73.9% | $72,975-66.8% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 27.42% | 42.11%-14.7pp | 109.44%-82.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $329 | $2,594-87.3% | $3,653-91.0% | $2,440-86.5% |
| Participant deferral / active EE | $2,001 | $3,128-36.0% | $4,238-52.8% | $3,608-44.5% |
| Admin fee / account holder | $2,090 | $4,251-50.8% | $5,795-63.9% | $5,124-59.2% |