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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 | $47,000 | $67,602-30.5% | $82,312-42.9% | $70,126-33.0% |
| Participation rate | 51.9% | 72.8%-20.9pp | 76.9%-25.0pp | 69.5%-17.7pp |
| Annual return | 12.87% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $235 | $1,755-86.6% | $2,428-90.3% | $2,343-89.9% |
| Participant deferral / active EE | $1,832 | $2,987-38.7% | $3,706-50.6% | $3,332-45.0% |
| Admin fee / account holder | $521 | $4,512-88.4% | $5,608-90.7% | $4,645-88.8% |