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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 | $31,024 | $60,349-48.6% | $74,184-58.2% | $62,881-50.7% |
| Participation rate | 64.4% | 72.7%-8.3pp | 76.6%-12.2pp | 69.3%-4.9pp |
| Annual return | 6.84% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $297 | $1,680-82.3% | $2,370-87.5% | $2,281-87.0% |
| Participant deferral / active EE | $2,226 | $2,856-22.1% | $3,550-37.3% | $3,203-30.5% |
| Admin fee / account holder | $4,895 | $4,261+14.9% | $5,586-12.4% | $4,296+14.0% |