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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 | $48,672 | $71,197-31.6% | $93,669-48.0% | $80,925-39.9% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 10.90% | 11.27%-0.4pp | 133.59%-122.7pp | 35.65%-24.7pp |
| Employer contribution / active EE | $282 | $1,565-82.0% | $2,424-88.4% | $2,756-89.8% |
| Participant deferral / active EE | $2,215 | $4,036-45.1% | $4,416-49.8% | $4,299-48.5% |
| Admin fee / account holder | $10,966 | $6,959+57.6% | $8,291+32.3% | $6,940+58.0% |