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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 | $38,687 | $69,977-44.7% | $108,582-64.4% | $62,881-38.5% |
| Participation rate | 51.3% | 72.9%-21.6pp | 79.6%-28.3pp | 69.3%-18.0pp |
| Annual return | 6.40% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $284 | $2,135-86.7% | $3,758-92.4% | $2,281-87.5% |
| Participant deferral / active EE | $2,685 | $3,165-15.2% | $4,311-37.7% | $3,203-16.2% |
| Admin fee / account holder | $427 | $5,076-91.6% | $7,645-94.4% | $4,296-90.1% |