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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 | $43,155 | $88,707-51.4% | $74,184-41.8% | $273,972-84.2% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 7.11% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $269 | $3,159-91.5% | $2,370-88.7% | $4,869-94.5% |
| Participant deferral / active EE | $1,740 | $4,212-58.7% | $3,550-51.0% | $5,287-67.1% |
| Admin fee / account holder | $10,174 | $8,717+16.7% | $5,586+82.1% | $10,133+0.4% |