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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 | $47,929 | $56,894-15.8% | $84,753-43.4% | $62,881-23.8% |
| Participation rate | 62.9% | 68.5%-5.7pp | 76.6%-13.7pp | 69.3%-6.4pp |
| Annual return | 10.09% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $230 | $2,400-90.4% | $3,574-93.6% | $2,281-89.9% |
| Participant deferral / active EE | $1,156 | $2,709-57.3% | $3,712-68.8% | $3,203-63.9% |
| Admin fee / account holder | $555 | $3,581-84.5% | $5,333-89.6% | $4,296-87.1% |