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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 | $47,901 | $56,894-15.8% | $84,753-43.5% | $62,881-23.8% |
| Participation rate | 48.8% | 68.5%-19.8pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 4.87% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $237 | $2,400-90.1% | $3,574-93.4% | $2,281-89.6% |
| Participant deferral / active EE | $1,083 | $2,709-60.0% | $3,712-70.8% | $3,203-66.2% |
| Admin fee / account holder | $1,477 | $3,581-58.7% | $5,333-72.3% | $4,296-65.6% |