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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 | $17,873 | $49,249-63.7% | $70,476-74.6% | $79,852-77.6% |
| Participation rate | 51.7% | 69.2%-17.4pp | 75.1%-23.3pp | 69.6%-17.9pp |
| Annual return | 21.29% | 30.09%-8.8pp | 109.12%-87.8pp | 31.72%-10.4pp |
| Employer contribution / active EE | $310 | $2,100-85.3% | $2,738-88.7% | $2,471-87.5% |
| Participant deferral / active EE | $1,695 | $2,769-38.8% | $3,710-54.3% | $3,740-54.7% |
| Admin fee / account holder | $626 | $2,878-78.2% | $3,847-83.7% | $5,306-88.2% |