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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 | $29,532 | $46,534-36.5% | $64,097-53.9% | $75,177-60.7% |
| Participation rate | 31.7% | 65.9%-34.3pp | 72.3%-40.7pp | 67.2%-35.5pp |
| Annual return | 15.74% | 26.07%-10.3pp | 33.75%-18.0pp | 160.75%-145.0pp |
| Employer contribution / active EE | $355 | $1,976-82.0% | $2,750-87.1% | $2,671-86.7% |
| Participant deferral / active EE | $1,799 | $2,835-36.5% | $3,881-53.7% | $4,126-56.4% |
| Admin fee / account holder | $2,907 | $2,957-1.7% | $3,070-5.3% | $5,651-48.6% |