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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 | $23,245 | $56,894-59.1% | $84,753-72.6% | $62,881-63.0% |
| Participation rate | 51.3% | 68.5%-17.3pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 8.20% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $371 | $2,400-84.5% | $3,574-89.6% | $2,281-83.7% |
| Participant deferral / active EE | $1,778 | $2,709-34.4% | $3,712-52.1% | $3,203-44.5% |
| Admin fee / account holder | $581 | $3,581-83.8% | $5,333-89.1% | $4,296-86.5% |