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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 | $19,837 | $56,054-64.6% | $171,082-88.4% | $62,881-68.5% |
| Participation rate | 48.8% | 62.9%-14.0pp | 76.7%-27.9pp | 69.3%-20.5pp |
| Annual return | 7.15% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $250 | $1,731-85.6% | $4,002-93.8% | $2,281-89.0% |
| Participant deferral / active EE | $2,958 | $3,158-6.3% | $4,797-38.3% | $3,203-7.7% |
| Admin fee / account holder | $22,079 | $3,647+505.5% | $8,520+159.2% | $4,296+414.0% |