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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 | $20,019 | $52,580-61.9% | $71,671-72.1% | $70,126-71.5% |
| Participation rate | 35.3% | 60.9%-25.6pp | 68.7%-33.5pp | 69.5%-34.2pp |
| Annual return | 17.06% | 20.25%-3.2pp | 20.65%-3.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $171 | $1,616-89.4% | $2,460-93.0% | $2,343-92.7% |
| Participant deferral / active EE | $1,161 | $2,386-51.3% | $3,438-66.2% | $3,332-65.1% |
| Admin fee / account holder | $3,145 | $3,653-13.9% | $5,558-43.4% | $4,645-32.3% |