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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 | $16,553 | $49,255-66.4% | $70,494-76.5% | $79,856-79.3% |
| Participation rate | 48.8% | 69.2%-20.4pp | 75.1%-26.3pp | 69.6%-20.9pp |
| Annual return | 27.28% | 30.10%-2.8pp | 109.16%-81.9pp | 31.71%-4.4pp |
| Employer contribution / active EE | $262 | $2,100-87.5% | $2,738-90.4% | $2,471-89.4% |
| Participant deferral / active EE | $2,889 | $2,768+4.3% | $3,711-22.2% | $3,741-22.8% |
| Admin fee / account holder | $382 | $2,879-86.7% | $3,848-90.1% | $5,306-92.8% |