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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 | $44,250 | $55,932-20.9% | $76,735-42.3% | $67,986-34.9% |
| Participation rate | 28.5% | 50.8%-22.3pp | 69.5%-41.0pp | 57.2%-28.7pp |
| Annual return | 13.51% | 23.10%-9.6pp | 29.77%-16.3pp | 31.67%-18.2pp |
| Employer contribution / active EE | $265 | $1,487-82.1% | $2,454-89.2% | $2,019-86.8% |
| Participant deferral / active EE | $1,467 | $2,558-42.6% | $4,088-64.1% | $3,358-56.3% |
| Admin fee / account holder | $2,975 | $4,907-39.4% | $7,189-58.6% | $3,203-7.1% |