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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 | $49,826 | $52,580-5.2% | $71,671-30.5% | $70,126-28.9% |
| Participation rate | 38.1% | 60.9%-22.8pp | 68.7%-30.7pp | 69.5%-31.4pp |
| Annual return | 14.13% | 20.25%-6.1pp | 20.65%-6.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $208 | $1,616-87.1% | $2,460-91.5% | $2,343-91.1% |
| Participant deferral / active EE | $872 | $2,386-63.5% | $3,438-74.6% | $3,332-73.8% |
| Admin fee / account holder | $7,910 | $3,653+116.6% | $5,558+42.3% | $4,645+70.3% |