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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 | $32,789 | $41,377-20.8% | $109,313-70.0% | $62,881-47.9% |
| Participation rate | 26.8% | 57.5%-30.8pp | 71.3%-44.5pp | 69.3%-42.5pp |
| Annual return | 6.71% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $58 | $1,276-95.4% | $3,892-98.5% | $2,281-97.4% |
| Participant deferral / active EE | $1,036 | $2,045-49.4% | $3,166-67.3% | $3,203-67.7% |
| Admin fee / account holder | $1,354 | $2,884-53.0% | $5,666-76.1% | $4,296-68.5% |