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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 | $24,745 | $57,828-57.2% | $117,039-78.9% | $70,126-64.7% |
| Participation rate | 66.1% | 67.1%-1.0pp | 77.2%-11.1pp | 69.5%-3.5pp |
| Annual return | 13.87% | 17.55%-3.7pp | 18.95%-5.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $419 | $1,816-76.9% | $3,785-88.9% | $2,343-82.1% |
| Participant deferral / active EE | $1,575 | $2,438-35.4% | $3,929-59.9% | $3,332-52.7% |
| Admin fee / account holder | $1,072 | $3,548-69.8% | $5,974-82.1% | $4,645-76.9% |