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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 | $25,922 | $45,082-42.5% | $69,464-62.7% | $72,975-64.5% |
| Participation rate | 30.0% | 68.5%-38.5pp | 74.6%-44.6pp | 69.5%-39.5pp |
| Annual return | 22.95% | 22.66%+0.3pp | 28.98%-6.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $361 | $2,055-82.4% | $2,779-87.0% | $2,440-85.2% |
| Participant deferral / active EE | $1,541 | $2,604-40.8% | $3,536-56.4% | $3,608-57.3% |
| Admin fee / account holder | $2,235 | $3,057-26.9% | $3,840-41.8% | $5,124-56.4% |