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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 | $42,972 | $81,276-47.1% | $155,574-72.4% | $80,925-46.9% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 14.74% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $211 | $3,103-93.2% | $4,676-95.5% | $2,756-92.3% |
| Participant deferral / active EE | $3,695 | $3,453+7.0% | $5,629-34.4% | $4,299-14.0% |
| Admin fee / account holder | $15,806 | $7,993+97.7% | $15,914-0.7% | $6,940+127.7% |