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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 | $11,044 | $43,344-74.5% | $59,899-81.6% | $64,173-82.8% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | 6.99% | -1.55%+8.5pp | 3.46%+3.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $267 | $2,030-86.9% | $2,723-90.2% | $2,381-88.8% |
| Participant deferral / active EE | $995 | $2,547-60.9% | $3,402-70.8% | $3,470-71.3% |
| Admin fee / account holder | $4,148 | $3,008+37.9% | $3,592+15.5% | $4,887-15.1% |