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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 | $52,049 | $56,894-8.5% | $84,753-38.6% | $62,881-17.2% |
| Participation rate | 50.7% | 68.5%-17.9pp | 76.6%-25.9pp | 69.3%-18.6pp |
| Annual return | 6.76% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $225 | $2,400-90.6% | $3,574-93.7% | $2,281-90.1% |
| Participant deferral / active EE | $1,604 | $2,709-40.8% | $3,712-56.8% | $3,203-49.9% |
| Admin fee / account holder | $2,134 | $3,581-40.4% | $5,333-60.0% | $4,296-50.3% |