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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 | $50,929 | $71,208-28.5% | $93,681-45.6% | $80,911-37.1% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-30.0pp | 67.6%-28.9pp |
| Annual return | 11.86% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $248 | $1,564-84.1% | $2,422-89.8% | $2,756-91.0% |
| Participant deferral / active EE | $1,685 | $4,035-58.2% | $4,415-61.8% | $4,297-60.8% |
| Admin fee / account holder | $9,580 | $6,951+37.8% | $8,290+15.6% | $6,935+38.2% |