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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 | $34,763 | $41,377-16.0% | $109,313-68.2% | $62,881-44.7% |
| Participation rate | 28.8% | 57.5%-28.8pp | 71.3%-42.5pp | 69.3%-40.5pp |
| Annual return | 7.85% | 11.05%-3.2pp | 22.07%-14.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $181 | $1,276-85.8% | $3,892-95.4% | $2,281-92.1% |
| Participant deferral / active EE | $1,122 | $2,045-45.1% | $3,166-64.6% | $3,203-65.0% |
| Admin fee / account holder | $733 | $2,884-74.6% | $5,666-87.1% | $4,296-82.9% |