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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 | $26,013 | $72,269-64.0% | $101,271-74.3% | $79,852-67.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 10.71% | 22.29%-11.6pp | 46.48%-35.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $312 | $2,692-88.4% | $3,660-91.5% | $2,471-87.4% |
| Participant deferral / active EE | $1,979 | $3,282-39.7% | $4,371-54.7% | $3,740-47.1% |
| Admin fee / account holder | $4,614 | $4,401+4.8% | $5,948-22.4% | $5,306-13.1% |