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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 | $52,953 | $56,894-6.9% | $84,753-37.5% | $62,881-15.8% |
| Participation rate | 58.1% | 68.5%-10.5pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 6.09% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $321 | $2,400-86.6% | $3,574-91.0% | $2,281-85.9% |
| Participant deferral / active EE | $1,866 | $2,709-31.1% | $3,712-49.7% | $3,203-41.7% |
| Admin fee / account holder | $4,717 | $3,581+31.7% | $5,333-11.5% | $4,296+9.8% |