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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 | $41,217 | $60,349-31.7% | $74,184-44.4% | $62,881-34.5% |
| Participation rate | 52.9% | 72.7%-19.8pp | 76.6%-23.7pp | 69.3%-16.4pp |
| Annual return | 7.59% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $240 | $1,680-85.7% | $2,370-89.9% | $2,281-89.5% |
| Participant deferral / active EE | $1,565 | $2,856-45.2% | $3,550-55.9% | $3,203-51.2% |
| Admin fee / account holder | $3,813 | $4,261-10.5% | $5,586-31.7% | $4,296-11.2% |