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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 | $21,594 | $39,132-44.8% | $57,196-62.2% | $62,881-65.7% |
| Participation rate | 20.6% | 70.5%-49.9pp | 75.3%-54.7pp | 69.3%-48.7pp |
| Annual return | 4.20% | 9.24%-5.0pp | 14.59%-10.4pp | 20.14%-15.9pp |
| Employer contribution / active EE | $362 | $1,874-80.7% | $2,683-86.5% | $2,281-84.1% |
| Participant deferral / active EE | $948 | $2,374-60.1% | $3,096-69.4% | $3,203-70.4% |
| Admin fee / account holder | $2,621 | $2,594+1.0% | $3,141-16.5% | $4,296-39.0% |