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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 | $37,725 | $72,607-48.0% | $90,259-58.2% | $87,485-56.9% |
| Participation rate | 50.7% | 64.8%-14.1pp | 70.7%-20.0pp | 68.9%-18.2pp |
| Annual return | 14.68% | 18.59%-3.9pp | 18.88%-4.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $365 | $1,919-81.0% | $2,291-84.1% | $2,596-86.0% |
| Participant deferral / active EE | $2,201 | $3,055-27.9% | $3,827-42.5% | $4,274-48.5% |
| Admin fee / account holder | $6,010 | $5,947+1.1% | $7,267-17.3% | $7,775-22.7% |