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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 | $42,451 | $56,894-25.4% | $84,753-49.9% | $62,881-32.5% |
| Participation rate | 37.0% | 68.5%-31.5pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $198 | $2,400-91.8% | $3,574-94.5% | $2,281-91.3% |
| Participant deferral / active EE | $1,547 | $2,709-42.9% | $3,712-58.3% | $3,203-51.7% |
| Admin fee / account holder | $4,933 | $3,581+37.8% | $5,333-7.5% | $4,296+14.8% |