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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 | $18,093 | $48,078-62.4% | $78,676-77.0% | $62,881-71.2% |
| Participation rate | 68.3% | 65.2%+3.1pp | 73.6%-5.3pp | 69.3%-1.0pp |
| Annual return | 7.30% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $196 | $2,015-90.3% | $2,850-93.1% | $2,281-91.4% |
| Participant deferral / active EE | $1,261 | $2,587-51.3% | $3,517-64.1% | $3,203-60.6% |
| Admin fee / account holder | $732 | $3,206-77.2% | $4,510-83.8% | $4,296-83.0% |