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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 | $36,530 | $71,230-48.7% | $93,727-61.0% | $80,959-54.9% |
| Participation rate | 25.6% | 60.4%-34.8pp | 68.7%-43.1pp | 67.7%-42.1pp |
| Annual return | 11.74% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $289 | $1,565-81.6% | $2,421-88.1% | $2,757-89.5% |
| Participant deferral / active EE | $1,577 | $4,037-61.0% | $4,417-64.3% | $4,300-63.3% |
| Admin fee / account holder | $14,710 | $6,961+111.3% | $8,292+77.4% | $6,925+112.4% |