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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 | $33,979 | $49,255-31.0% | $70,494-51.8% | $79,856-57.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 11.92% | 30.10%-18.2pp | 109.16%-97.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $296 | $2,100-85.9% | $2,738-89.2% | $2,471-88.0% |
| Participant deferral / active EE | $2,069 | $2,768-25.3% | $3,711-44.3% | $3,741-44.7% |
| Admin fee / account holder | $3,884 | $2,879+34.9% | $3,848+0.9% | $5,306-26.8% |