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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 | $35,160 | $56,894-38.2% | $84,753-58.5% | $62,881-44.1% |
| Participation rate | 43.3% | 68.5%-25.2pp | 76.6%-33.3pp | 69.3%-26.0pp |
| Annual return | 5.12% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $278 | $2,400-88.4% | $3,574-92.2% | $2,281-87.8% |
| Participant deferral / active EE | $1,315 | $2,709-51.5% | $3,712-64.6% | $3,203-59.0% |
| Admin fee / account holder | $2,892 | $3,581-19.2% | $5,333-45.8% | $4,296-32.7% |