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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 | $26,948 | $56,894-52.6% | $84,753-68.2% | $62,881-57.1% |
| Participation rate | 37.5% | 68.5%-31.0pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 6.69% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $196 | $2,400-91.8% | $3,574-94.5% | $2,281-91.4% |
| Participant deferral / active EE | $1,142 | $2,709-57.8% | $3,712-69.2% | $3,203-64.3% |
| Admin fee / account holder | $452 | $3,581-87.4% | $5,333-91.5% | $4,296-89.5% |