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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 | $23,797 | $52,467-54.6% | $57,196-58.4% | $55,167-56.9% |
| Participation rate | 43.1% | 75.8%-32.7pp | 75.3%-32.2pp | 69.0%-25.9pp |
| Annual return | 7.85% | 7.72%+0.1pp | 14.59%-6.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $496 | $2,477-80.0% | $2,683-81.5% | $1,963-74.8% |
| Participant deferral / active EE | $1,366 | $2,830-51.7% | $3,096-55.9% | $3,054-55.3% |
| Admin fee / account holder | $541 | $269+101.0% | $3,141-82.8% | $504+7.3% |