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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 | $19,951 | $56,054-64.4% | $171,082-88.3% | $62,881-68.3% |
| Participation rate | 41.1% | 62.9%-21.8pp | 76.7%-35.6pp | 69.3%-28.2pp |
| Annual return | 5.81% | 22.52%-16.7pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $250 | $1,731-85.6% | $4,002-93.8% | $2,281-89.0% |
| Participant deferral / active EE | $1,046 | $3,158-66.9% | $4,797-78.2% | $3,203-67.4% |
| Admin fee / account holder | $325 | $3,647-91.1% | $8,520-96.2% | $4,296-92.4% |