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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 | $20,508 | $59,440-65.5% | $70,160-70.8% | $75,173-72.7% |
| Participation rate | 47.2% | 71.6%-24.4pp | 78.8%-31.6pp | 67.2%-20.0pp |
| Annual return | 17.93% | 18.53%-0.6pp | 19.08%-1.1pp | 160.72%-142.8pp |
| Employer contribution / active EE | $480 | $3,307-85.5% | $4,285-88.8% | $2,671-82.0% |
| Participant deferral / active EE | $2,160 | $3,653-40.9% | $5,394-59.9% | $4,126-47.6% |
| Admin fee / account holder | $3,512 | $4,401-20.2% | $4,582-23.4% | $5,651-37.9% |