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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 | $49,976-49.0% | $66,674-61.8% | $82,637-69.2% |
| Participation rate | 29.0% | 63.1%-34.1pp | 73.7%-44.6pp | 68.1%-39.0pp |
| Annual return | 15.80% | 39.09%-23.3pp | 321.24%-305.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $211 | $1,988-89.4% | $2,620-91.9% | $2,552-91.7% |
| Participant deferral / active EE | $797 | $2,847-72.0% | $4,084-80.5% | $4,126-80.7% |
| Admin fee / account holder | $482 | $4,594-89.5% | $5,098-90.5% | $7,339-93.4% |