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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 | $43,904 | $48,078-8.7% | $78,676-44.2% | $62,881-30.2% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 7.73% | 31.36%-23.6pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $109 | $2,015-94.6% | $2,850-96.2% | $2,281-95.2% |
| Participant deferral / active EE | $1,826 | $2,587-29.4% | $3,517-48.1% | $3,203-43.0% |
| Admin fee / account holder | $2,062 | $3,206-35.7% | $4,510-54.3% | $4,296-52.0% |