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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 | $30,285 | $81,331-62.8% | $155,534-80.5% | $80,935-62.6% |
| Participation rate | 51.6% | 66.3%-14.6pp | 78.2%-26.6pp | 67.7%-16.0pp |
| Annual return | 18.93% | 33.37%-14.4pp | 64.92%-46.0pp | 35.66%-16.7pp |
| Employer contribution / active EE | $268 | $3,105-91.4% | $4,675-94.3% | $2,757-90.3% |
| Participant deferral / active EE | $4,275 | $3,454+23.8% | $5,630-24.1% | $4,299-0.6% |
| Admin fee / account holder | $12,183 | $7,999+52.3% | $15,900-23.4% | $6,924+75.9% |