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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 | $22,649 | $81,262-72.1% | $155,602-85.4% | $80,911-72.0% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 11.82% | 33.34%-21.5pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $213 | $3,102-93.1% | $4,675-95.4% | $2,756-92.3% |
| Participant deferral / active EE | $1,852 | $3,451-46.4% | $5,629-67.1% | $4,297-56.9% |
| Admin fee / account holder | $4,163 | $7,992-47.9% | $15,923-73.9% | $6,935-40.0% |