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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 | $22,527 | $39,132-42.4% | $57,196-60.6% | $62,881-64.2% |
| Participation rate | 17.1% | 70.5%-53.3pp | 75.3%-58.2pp | 69.3%-52.2pp |
| Annual return | 8.83% | 9.24%-0.4pp | 14.59%-5.8pp | 20.14%-11.3pp |
| Employer contribution / active EE | $185 | $1,874-90.1% | $2,683-93.1% | $2,281-91.9% |
| Participant deferral / active EE | $1,315 | $2,374-44.6% | $3,096-57.5% | $3,203-59.0% |
| Admin fee / account holder | $2,788 | $2,594+7.5% | $3,141-11.2% | $4,296-35.1% |