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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 | $27,152 | $57,057-52.4% | $85,009-68.1% | $80,874-66.4% |
| Participation rate | 39.3% | 56.4%-17.1pp | 67.5%-28.2pp | 67.6%-28.4pp |
| Annual return | 20.19% | 21.66%-1.5pp | 66.47%-46.3pp | 35.62%-15.4pp |
| Employer contribution / active EE | $216 | $1,799-88.0% | $2,728-92.1% | $2,756-92.2% |
| Participant deferral / active EE | $3,399 | $3,112+9.2% | $4,522-24.8% | $4,297-20.9% |
| Admin fee / account holder | $13,001 | $4,986+160.7% | $6,153+111.3% | $6,935+87.5% |