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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 | $55,894 | $99,633-43.9% | $183,328-69.5% | $82,448-32.2% |
| Participation rate | 49.2% | 70.8%-21.6pp | 77.3%-28.1pp | 68.1%-18.9pp |
| Annual return | 14.94% | 17.84%-2.9pp | 29.67%-14.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $404 | $3,256-87.6% | $5,055-92.0% | $2,551-84.2% |
| Participant deferral / active EE | $2,838 | $4,938-42.5% | $6,795-58.2% | $4,139-31.4% |
| Admin fee / account holder | $3,380 | $9,934-66.0% | $21,427-84.2% | $7,234-53.3% |