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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 | $27,499 | $67,602-59.3% | $82,312-66.6% | $70,126-60.8% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $288 | $1,755-83.6% | $2,428-88.2% | $2,343-87.7% |
| Participant deferral / active EE | $1,847 | $2,987-38.2% | $3,706-50.2% | $3,332-44.6% |
| Admin fee / account holder | $951 | $4,512-78.9% | $5,608-83.0% | $4,645-79.5% |