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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 | $29,594 | $56,438-47.6% | $76,872-61.5% | $71,511-58.6% |
| Participation rate | 52.8% | 64.3%-11.5pp | 69.6%-16.8pp | 67.9%-15.1pp |
| Annual return | 15.92% | 19.05%-3.1pp | 37.90%-22.0pp | 28.86%-12.9pp |
| Employer contribution / active EE | $328 | $1,864-82.4% | $2,533-87.1% | $2,589-87.3% |
| Participant deferral / active EE | $2,265 | $3,136-27.8% | $3,832-40.9% | $4,291-47.2% |
| Admin fee / account holder | $355 | $1,430-75.2% | $5,476-93.5% | $1,588-77.7% |