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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 | $28,327 | $89,367-68.3% | $141,191-79.9% | $72,975-61.2% |
| Participation rate | 47.5% | 75.1%-27.6pp | 82.5%-35.0pp | 69.5%-22.0pp |
| Annual return | 19.05% | 111.87%-92.8pp | 71.41%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $335 | $3,115-89.2% | $4,736-92.9% | $2,440-86.3% |
| Participant deferral / active EE | $5,514 | $5,419+1.8% | $6,710-17.8% | $3,608+52.8% |
| Admin fee / account holder | $29,494 | $5,957+395.2% | $10,264+187.4% | $5,124+475.6% |