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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 | $25,378 | $77,574-67.3% | $108,753-76.7% | $86,983-70.8% |
| Participation rate | 42.9% | 62.3%-19.4pp | 71.1%-28.2pp | 69.5%-26.7pp |
| Annual return | 13.41% | 18.42%-5.0pp | 37.47%-24.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $272 | $1,611-83.1% | $2,427-88.8% | $2,584-89.5% |
| Participant deferral / active EE | $2,911 | $3,128-6.9% | $4,115-29.3% | $4,194-30.6% |
| Admin fee / account holder | $4,773 | $6,529-26.9% | $10,320-53.8% | $7,856-39.2% |