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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 | $52,072 | $43,075+20.9% | $74,577-30.2% | $62,881-17.2% |
| Participation rate | 26.8% | 58.1%-31.2pp | 68.1%-41.3pp | 69.3%-42.5pp |
| Annual return | 5.04% | 17.50%-12.5pp | 20.47%-15.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $63 | $1,498-95.8% | $2,525-97.5% | $2,281-97.2% |
| Participant deferral / active EE | $1,681 | $2,389-29.7% | $3,458-51.4% | $3,203-47.5% |
| Admin fee / account holder | $4,624 | $2,840+62.8% | $4,138+11.7% | $4,296+7.6% |