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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 | $71,057-28.3% | $93,654-45.6% | $80,874-37.0% |
| Participation rate | 38.8% | 60.4%-21.7pp | 68.7%-30.0pp | 67.6%-28.9pp |
| Annual return | 11.86% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $248 | $1,564-84.1% | $2,421-89.8% | $2,756-91.0% |
| Participant deferral / active EE | $1,685 | $4,034-58.2% | $4,413-61.8% | $4,297-60.8% |
| Admin fee / account holder | $9,580 | $6,944+38.0% | $8,282+15.7% | $6,935+38.1% |