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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 | $37,835 | $52,580-28.0% | $71,671-47.2% | $70,126-46.0% |
| Participation rate | 28.2% | 60.9%-32.6pp | 68.7%-40.5pp | 69.5%-41.3pp |
| Annual return | 18.06% | 20.25%-2.2pp | 20.65%-2.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $140 | $1,616-91.3% | $2,460-94.3% | $2,343-94.0% |
| Participant deferral / active EE | $933 | $2,386-60.9% | $3,438-72.9% | $3,332-72.0% |
| Admin fee / account holder | $2,742 | $3,653-24.9% | $5,558-50.7% | $4,645-41.0% |