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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 | $13,783 | $40,264-65.8% | $57,349-76.0% | $59,633-76.9% |
| Participation rate | 60.6% | 69.2%-8.6pp | 75.1%-14.5pp | 68.7%-8.1pp |
| Annual return | 6.63% | 27.51%-20.9pp | 24.40%-17.8pp | 2041.40%-2034.8pp |
| Employer contribution / active EE | $227 | $1,922-88.2% | $2,689-91.6% | $2,203-89.7% |
| Participant deferral / active EE | $1,002 | $2,400-58.3% | $3,162-68.3% | $3,192-68.6% |
| Admin fee / account holder | $3,416 | $2,819+21.2% | $3,356+1.8% | $4,297-20.5% |