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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 | $32,833 | $86,949-62.2% | $102,460-68.0% | $80,959-59.4% |
| Participation rate | 45.2% | 72.4%-27.1pp | 76.5%-31.3pp | 67.7%-22.4pp |
| Annual return | 13.64% | 18.89%-5.3pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $276 | $2,370-88.3% | $3,025-90.9% | $2,757-90.0% |
| Participant deferral / active EE | $2,531 | $4,121-38.6% | $5,056-49.9% | $4,300-41.1% |
| Admin fee / account holder | $2,907 | $8,048-63.9% | $9,460-69.3% | $6,925-58.0% |