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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 | $27,917 | $56,063-50.2% | $76,051-63.3% | $80,911-65.5% |
| Participation rate | 52.7% | 62.0%-9.3pp | 69.1%-16.4pp | 67.6%-14.9pp |
| Annual return | 10.96% | 20.54%-9.6pp | 360.42%-349.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $296 | $1,874-84.2% | $2,690-89.0% | $2,756-89.3% |
| Participant deferral / active EE | $1,684 | $3,052-44.8% | $4,257-60.4% | $4,297-60.8% |
| Admin fee / account holder | $4,830 | $5,240-7.8% | $6,416-24.7% | $6,935-30.4% |