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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 | $26,798 | $71,208-62.4% | $93,681-71.4% | $80,911-66.9% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 14.97% | 11.27%+3.7pp | 133.47%-118.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $243 | $1,564-84.5% | $2,422-90.0% | $2,756-91.2% |
| Participant deferral / active EE | $1,837 | $4,035-54.5% | $4,415-58.4% | $4,297-57.2% |
| Admin fee / account holder | $3,581 | $6,951-48.5% | $8,290-56.8% | $6,935-48.4% |