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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 | $26,319 | $76,551-65.6% | $123,894-78.8% | $62,881-58.1% |
| Participation rate | 19.4% | 73.0%-53.6pp | 81.4%-62.1pp | 69.3%-49.9pp |
| Annual return | 9.87% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $30 | $2,882-98.9% | $4,617-99.3% | $2,281-98.7% |
| Participant deferral / active EE | $2,951 | $4,840-39.0% | $5,984-50.7% | $3,203-7.9% |
| Admin fee / account holder | $1,191 | $4,826-75.3% | $8,357-85.7% | $4,296-72.3% |