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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 | $26,773 | $64,462-58.5% | $81,482-67.1% | $80,911-66.9% |
| Participation rate | 35.4% | 63.9%-28.5pp | 69.5%-34.1pp | 67.6%-32.3pp |
| Annual return | 14.90% | 16.35%-1.4pp | 24.79%-9.9pp | 35.63%-20.7pp |
| Employer contribution / active EE | $239 | $1,979-87.9% | $2,463-90.3% | $2,756-91.3% |
| Participant deferral / active EE | $2,470 | $3,094-20.2% | $3,885-36.4% | $4,297-42.5% |
| Admin fee / account holder | $3,657 | $5,678-35.6% | $5,761-36.5% | $6,935-47.3% |