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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 | $42,191 | $49,025-13.9% | $87,502-51.8% | $62,881-32.9% |
| Participation rate | 53.6% | 64.9%-11.3pp | 73.8%-20.3pp | 69.3%-15.7pp |
| Annual return | 6.89% | 10.02%-3.1pp | 12.21%-5.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $157 | $1,372-88.5% | $2,550-93.8% | $2,281-93.1% |
| Participant deferral / active EE | $1,026 | $2,289-55.2% | $3,149-67.4% | $3,203-68.0% |
| Admin fee / account holder | $7,899 | $4,065+94.3% | $4,221+87.2% | $4,296+83.9% |