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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 | $15,907 | $45,082-64.7% | $69,464-77.1% | $72,975-78.2% |
| Participation rate | 48.4% | 68.5%-20.1pp | 74.6%-26.2pp | 69.5%-21.1pp |
| Annual return | 24.76% | 22.66%+2.1pp | 28.98%-4.2pp | 81.01%-56.3pp |
| Employer contribution / active EE | $362 | $2,055-82.4% | $2,779-87.0% | $2,440-85.2% |
| Participant deferral / active EE | $848 | $2,604-67.4% | $3,536-76.0% | $3,608-76.5% |
| Admin fee / account holder | $335 | $3,057-89.0% | $3,840-91.3% | $5,124-93.5% |