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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 | $49,721 | $86,919-42.8% | $102,457-51.5% | $80,911-38.5% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 27.20% | 18.90%+8.3pp | 29.41%-2.2pp | 35.63%-8.4pp |
| Employer contribution / active EE | $392 | $2,368-83.4% | $3,022-87.0% | $2,756-85.8% |
| Participant deferral / active EE | $2,068 | $4,119-49.8% | $5,054-59.1% | $4,297-51.9% |
| Admin fee / account holder | $17,046 | $8,049+111.8% | $9,451+80.4% | $6,935+145.8% |