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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 | $39,836 | $49,657-19.8% | $93,063-57.2% | $67,986-41.4% |
| Participation rate | 48.0% | 49.9%-1.9pp | 72.1%-24.1pp | 57.2%-9.2pp |
| Annual return | 14.03% | 26.27%-12.2pp | 34.15%-20.1pp | 31.67%-17.6pp |
| Employer contribution / active EE | $123 | $1,279-90.4% | $2,476-95.0% | $2,019-93.9% |
| Participant deferral / active EE | $1,474 | $2,484-40.6% | $3,958-62.8% | $3,358-56.1% |
| Admin fee / account holder | $8,597 | $2,843+202.4% | $6,033+42.5% | $3,203+168.4% |