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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 | $29,793 | $78,425-62.0% | $95,956-69.0% | $79,858-62.7% |
| Participation rate | 22.6% | 73.5%-50.8pp | 77.1%-54.4pp | 69.6%-47.0pp |
| Annual return | 14.85% | 19.37%-4.5pp | 91.63%-76.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $215 | $1,945-88.9% | $2,541-91.5% | $2,471-91.3% |
| Participant deferral / active EE | $1,714 | $3,440-50.2% | $4,167-58.9% | $3,740-54.2% |
| Admin fee / account holder | $5,145 | $5,622-8.5% | $6,797-24.3% | $5,306-3.0% |