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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 | $29,558 | $60,349-51.0% | $74,184-60.2% | $62,881-53.0% |
| Participation rate | 67.2% | 72.7%-5.5pp | 76.6%-9.4pp | 69.3%-2.1pp |
| Annual return | 7.37% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $326 | $1,680-80.6% | $2,370-86.3% | $2,281-85.7% |
| Participant deferral / active EE | $2,672 | $2,856-6.4% | $3,550-24.7% | $3,203-16.6% |
| Admin fee / account holder | $1,543 | $4,261-63.8% | $5,586-72.4% | $4,296-64.1% |