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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 | $46,073 | $69,590-33.8% | $136,867-66.3% | $94,015-51.0% |
| Participation rate | 60.8% | 66.3%-5.5pp | 74.5%-13.7pp | 70.8%-10.0pp |
| Annual return | 14.95% | 19.62%-4.7pp | 42.97%-28.0pp | 17.84%-2.9pp |
| Employer contribution / active EE | $114 | $2,396-95.3% | $3,547-96.8% | $2,790-95.9% |
| Participant deferral / active EE | $1,266 | $3,437-63.2% | $4,924-74.3% | $4,249-70.2% |
| Admin fee / account holder | $1,595 | $8,912-82.1% | $10,340-84.6% | $8,951-82.2% |