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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 | $23,933 | $46,464-48.5% | $150,298-84.1% | $79,634-69.9% |
| Participation rate | 30.3% | 57.0%-26.7pp | 77.8%-47.5pp | 62.5%-32.2pp |
| Annual return | 28.90% | 27.89%+1.0pp | 62.79%-33.9pp | 36.46%-7.6pp |
| Employer contribution / active EE | $30 | $1,512-98.0% | $4,154-99.3% | $2,529-98.8% |
| Participant deferral / active EE | $1,343 | $2,157-37.8% | $5,453-75.4% | $3,835-65.0% |
| Admin fee / account holder | $392 | $891-56.0% | $14,116-97.2% | $1,002-60.8% |