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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 | $38,694 | $86,940-55.5% | $102,434-62.2% | $80,935-52.2% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 14.45% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $691 | $2,370-70.8% | $3,023-77.1% | $2,757-74.9% |
| Participant deferral / active EE | $3,310 | $4,121-19.7% | $5,055-34.5% | $4,299-23.0% |
| Admin fee / account holder | $9,931 | $8,047+23.4% | $9,462+5.0% | $6,924+43.4% |