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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 | $27,615 | $69,977-60.5% | $108,582-74.6% | $62,881-56.1% |
| Participation rate | 48.1% | 72.9%-24.7pp | 79.6%-31.4pp | 69.3%-21.2pp |
| Annual return | 5.04% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $302 | $2,135-85.8% | $3,758-92.0% | $2,281-86.8% |
| Participant deferral / active EE | $3,447 | $3,165+8.9% | $4,311-20.0% | $3,203+7.6% |
| Admin fee / account holder | $681 | $5,076-86.6% | $7,645-91.1% | $4,296-84.1% |