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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 | $23,827 | $53,774-55.7% | $134,162-82.2% | $79,852-70.2% |
| Participation rate | 44.2% | 58.8%-14.6pp | 72.2%-28.0pp | 69.6%-25.5pp |
| Annual return | 26.90% | 19.01%+7.9pp | 36.35%-9.5pp | 31.72%-4.8pp |
| Employer contribution / active EE | $134 | $1,322-89.9% | $3,705-96.4% | $2,471-94.6% |
| Participant deferral / active EE | $1,250 | $2,420-48.3% | $3,500-64.3% | $3,740-66.6% |
| Admin fee / account holder | $5,782 | $3,985+45.1% | $6,685-13.5% | $5,306+9.0% |