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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 | $31,965 | $71,208-55.1% | $93,681-65.9% | $80,911-60.5% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.4pp | 67.6%-10.3pp |
| Annual return | 13.25% | 11.27%+2.0pp | 133.47%-120.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $226 | $1,564-85.5% | $2,422-90.7% | $2,756-91.8% |
| Participant deferral / active EE | $1,697 | $4,035-58.0% | $4,415-61.6% | $4,297-60.5% |
| Admin fee / account holder | $888 | $6,951-87.2% | $8,290-89.3% | $6,935-87.2% |