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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 | $25,485 | $51,638-50.6% | $68,368-62.7% | $82,448-69.1% |
| Participation rate | 29.0% | 63.6%-34.6pp | 73.8%-44.7pp | 68.1%-39.0pp |
| Annual return | 15.80% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $211 | $2,047-89.7% | $2,649-92.0% | $2,551-91.7% |
| Participant deferral / active EE | $797 | $2,914-72.6% | $4,123-80.7% | $4,139-80.7% |
| Admin fee / account holder | $482 | $4,643-89.6% | $5,150-90.6% | $7,234-93.3% |