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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 | $28,498 | $60,349-52.8% | $74,184-61.6% | $62,881-54.7% |
| Participation rate | 57.5% | 72.7%-15.3pp | 76.6%-19.1pp | 69.3%-11.8pp |
| Annual return | 6.57% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $172 | $1,680-89.8% | $2,370-92.8% | $2,281-92.5% |
| Participant deferral / active EE | $1,802 | $2,856-36.9% | $3,550-49.2% | $3,203-43.7% |
| Admin fee / account holder | $1,984 | $4,261-53.4% | $5,586-64.5% | $4,296-53.8% |