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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 | $63,809-58.0% | $81,353-67.1% | $80,935-66.9% |
| Participation rate | 35.4% | 63.9%-28.5pp | 69.5%-34.2pp | 67.7%-32.3pp |
| Annual return | 14.90% | 16.37%-1.5pp | 24.82%-9.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $239 | $1,981-87.9% | $2,464-90.3% | $2,757-91.3% |
| Participant deferral / active EE | $2,470 | $3,093-20.1% | $3,885-36.4% | $4,299-42.5% |
| Admin fee / account holder | $3,657 | $5,686-35.7% | $5,766-36.6% | $6,924-47.2% |