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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 | $55,171 | $41,377+33.3% | $109,313-49.5% | $62,881-12.3% |
| Participation rate | 40.9% | 57.5%-16.6pp | 71.3%-30.4pp | 69.3%-28.4pp |
| Annual return | 5.32% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $205 | $1,276-84.0% | $3,892-94.7% | $2,281-91.0% |
| Participant deferral / active EE | $2,080 | $2,045+1.7% | $3,166-34.3% | $3,203-35.1% |
| Admin fee / account holder | $11,230 | $2,884+289.4% | $5,666+98.2% | $4,296+161.4% |