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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 | $49,604 | $43,344+14.4% | $59,899-17.2% | $64,173-22.7% |
| Participation rate | 40.6% | 69.2%-28.5pp | 74.7%-34.1pp | 69.6%-28.9pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $274 | $2,030-86.5% | $2,723-89.9% | $2,381-88.5% |
| Participant deferral / active EE | $1,759 | $2,547-30.9% | $3,402-48.3% | $3,470-49.3% |
| Admin fee / account holder | $1,079 | $3,008-64.1% | $3,592-70.0% | $4,887-77.9% |