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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 | $25,389 | $65,364-61.2% | $92,909-72.7% | $72,975-65.2% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 22.74% | 42.11%-19.4pp | 109.44%-86.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $448 | $2,594-82.7% | $3,653-87.7% | $2,440-81.7% |
| Participant deferral / active EE | $3,140 | $3,128+0.4% | $4,238-25.9% | $3,608-13.0% |
| Admin fee / account holder | $2,240 | $4,251-47.3% | $5,795-61.4% | $5,124-56.3% |