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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 | $51,775 | $54,541-5.1% | $78,778-34.3% | $70,126-26.2% |
| Participation rate | 48.9% | 60.8%-11.9pp | 69.2%-20.3pp | 69.5%-20.6pp |
| Annual return | 17.35% | 21.07%-3.7pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $159 | $1,089-85.4% | $1,986-92.0% | $2,343-93.2% |
| Participant deferral / active EE | $1,011 | $2,210-54.3% | $2,958-65.8% | $3,332-69.7% |
| Admin fee / account holder | $10,156 | $3,709+173.8% | $5,134+97.8% | $4,645+118.6% |