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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 | $34,522 | $60,349-42.8% | $74,184-53.5% | $62,881-45.1% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 8.60% | 21.38%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $236 | $1,680-85.9% | $2,370-90.0% | $2,281-89.6% |
| Participant deferral / active EE | $1,428 | $2,856-50.0% | $3,550-59.8% | $3,203-55.4% |
| Admin fee / account holder | $661 | $4,261-84.5% | $5,586-88.2% | $4,296-84.6% |