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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 | $36,904-35.1% | $158,223-84.9% | $65,191-63.3% |
| Participation rate | 30.3% | 62.1%-31.8pp | 79.2%-48.9pp | 63.0%-32.7pp |
| Annual return | 28.90% | 24.43%+4.5pp | 52.09%-23.2pp | 51.24%-22.3pp |
| Employer contribution / active EE | $30 | $1,489-98.0% | $4,109-99.3% | $2,400-98.7% |
| Participant deferral / active EE | $1,343 | $1,936-30.7% | $5,467-75.4% | $2,671-49.7% |
| Admin fee / account holder | $392 | $793-50.5% | $16,047-97.6% | $907-56.7% |